DWM
SPMD icon

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

Dakota Wealth 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
2026
Q1 		$23.9M Buy
402,793
+45,919
+13% +$2.8M 0.52% 50
2025
Q4 		$20.7M Sell
356,874
-74,316
-17% -$4.27M 0.37% 55
2025
Q3 		$24.7M Buy
431,190
+83,464
+24% +$4.7M 0.5% 45
2025
Q2 		$18.9M Buy
347,726
+120,609
+53% +$6.21M 0.4% 52
2025
Q1 		$11.6M Buy
227,117
+162,133
+249% +$8.84M 0.27% 80
2024
Q4 		$3.55M Buy
64,984
+4,896
+8% +$276K 0.08% 188
2024
Q3 		$3.29M Buy
60,088
+41,009
+215% +$2.17M 0.07% 218
2024
Q2 		$979K Buy
+19,079
New +$984K 0.02% 377

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VA
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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return