Curio Wealth’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Curio Wealth’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	-1	Closed	-$54	–	361
2025 Q2	$54	Sell	1 -1	-50%	-$52	﹤0.01%	350
2025 Q1	$21.7K	Sell	2 -395	-99%	-$21.5K	0.01%	175
2024 Q4	$21.7K	Buy	+397	New	+$22.3K	0.01%	167

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Curio Wealth's SPMD Position: Q3 2025 in Review

Curio Wealth sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 1 share — an estimated $54 sold.

Curio Wealth first reported a position in SPMD in Q4 2024 and held it in 3 quarters. The position peaked at $21.7K in Q1 2025. 734 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

Curio Wealth reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
Curio Wealth sold 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q3 2025, an estimated $54.
Curio Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and held it in 3 quarters.
Curio Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $21.7K in Q1 2025.
734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Curio Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.