CAG
SPMD icon

Csenge Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Csenge Advisory Group’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 		– Sell
-14,523
Closed -$765K – 765
2025
Q2 		$765K Sell
14,523
-67
-0.5% -$3.45K 0.04% 324
2025
Q1 		$702K Buy
14,590
+1,080
+8% +$58.9K 0.04% 315
2024
Q4 		$739K Sell
13,510
-356
-3% -$20K 0.04% 339
2024
Q3 		$766K Buy
13,866
+101
+0.7% +$5.34K 0.04% 327
2024
Q2 		$706K Buy
13,765
+365
+3% +$18.8K 0.04% 327
2024
Q1 		$715K Sell
13,400
-690
-5% -$34.3K 0.04% 333
2023
Q4 		$686K Sell
14,090
-55
-0.4% -$2.45K 0.04% 319
2023
Q3 		$619K Buy
14,145
+184
+1% +$8.46K 0.04% 316
2023
Q2 		$641K Sell
13,961
-232
-2% -$10.1K 0.04% 315
2023
Q1 		$624K Buy
14,193
+301
+2% +$13.5K 0.05% 295
2022
Q4 		$590K Buy
13,892
+160
+1% +$6.79K 0.05% 307
2022
Q3 		$530K Sell
13,732
-944
-6% -$40K 0.04% 323
2022
Q2 		$582K Buy
14,676
+1,028
+8% +$44.6K 0.05% 314
2022
Q1 		$644K Buy
13,648
+5,229
+62% +$245K 0.05% 319
2021
Q4 		$401K Sell
8,419
-586
-7% -$28.6K 0.04% 392
2021
Q3 		$422K Buy
9,005
+586
+7% +$27.7K 0.04% 402
2021
Q2 		$401K Sell
8,419
-171
-2% -$8.12K 0.04% 393
2021
Q1 		$402K Sell
8,590
-576
-6% -$25.3K 0.04% 327
2020
Q4 		$370K Sell
9,166
-1,084
-11% -$40.2K 0.04% 285
2020
Q3 		$348K Buy
10,250
+523
+5% +$17.2K 0.05% 272
2020
Q2 		$304K Buy
+9,727
New +$284K 0.04% 270

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 22.96% 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

Csenge Advisory Group's SPMD Position: Q3 2025 in Review

Csenge Advisory Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 14,523 shares — an estimated $765K sold.

Csenge Advisory Group first reported a position in SPMD in Q2 2020 and held it in 21 quarters. The position peaked at $766K in Q3 2024. 733 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

  • Csenge Advisory Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 14,523 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2025, an estimated $765K.
  • Csenge Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and held it in 21 quarters.
  • Csenge Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $766K in Q3 2024.
  • 733 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.