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Creekmur Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Creekmur Asset Management’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$15.7K Hold
274
– – ﹤0.01% 468
2025
Q2 		$14.9K Hold
274
– – ﹤0.01% 474
2025
Q1 		$14K Sell
274
-703
-72% -$38.3K ﹤0.01% 439
2024
Q4 		$53.4K Buy
977
+19
+2% +$1.07K 0.01% 222
2024
Q3 		$52.4K Buy
958
+274
+40% +$14.5K 0.01% 232
2024
Q2 		$35.1K Hold
684
– – 0.01% 300
2024
Q1 		$36.5K Buy
684
+631
+1,191% +$31.4K 0.01% 289
2023
Q4 		$2.58K Buy
+53
New +$2.36K ﹤0.01% 666

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Creekmur Asset Management's SPMD Position: Q3 2025 in Review

Creekmur Asset Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2025 at 274 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Creekmur Asset Management first reported a position in SPMD in Q4 2023 and has held it in 8 quarters since. The position peaked at $53.4K in Q4 2024. 734 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

  • Creekmur Asset Management held 274 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $15.7K as of Q3 2025.
  • Creekmur Asset Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2025.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #468 holding.
  • Creekmur Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $53.4K in Q4 2024.
  • 734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.