EFS
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Econ Financial Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Econ Financial Services’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
Q1 		– Sell
-8,905
Closed -$487K – 97
2024
Q4 		$487K Hold
8,905
– – 0.28% 72
2024
Q3 		$487K Sell
8,905
-9,429
-51% -$499K 0.27% 58
2024
Q2 		$941K Sell
18,334
-7,464
-29% -$385K 0.58% 64
2024
Q1 		$1.38M Sell
25,798
-3,528
-12% -$175K 0.85% 36
2023
Q4 		$1.43M Buy
29,326
+17,537
+149% +$781K 1.01% 35
2023
Q3 		$516K Sell
11,789
-45,462
-79% -$2.09M 0.38% 60
2023
Q2 		$2.63M Buy
57,251
+44,088
+335% +$1.93M 1.86% 15
2023
Q1 		$578K Sell
13,163
-13,042
-50% -$584K 0.44% 68
2022
Q4 		$1.11M Sell
26,205
-3,646
-12% -$155K 1.13% 33
2022
Q3 		$1.15M Buy
+29,851
New +$1.27M 0.95% 42
2022
Q1 		– Sell
-760
Closed -$38K – 193
2021
Q4 		$38K Buy
+760
New +$37.1K 0.03% 98
2019
Q2 		$961K Buy
28,207
+2,850
+11% +$96K 1.33% 28
2019
Q1 		$845K Buy
25,357
+8,983
+55% +$294K 1.26% 24
2018
Q4 		$482K Buy
+16,374
New +$533K 0.73% 43

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Econ Financial Services's SPMD Position: Q1 2025 in Review

Econ Financial Services sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 8,905 shares — an estimated $487K sold.

Econ Financial Services first reported a position in SPMD in Q4 2018 and held it in 14 quarters. The position peaked at $2.63M in Q2 2023. 678 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Econ Financial Services reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Econ Financial Services sold 8,905 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $487K.
  • Econ Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 14 quarters.
  • Econ Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.63M in Q2 2023.
  • 678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Econ Financial Services's 13F filing for Q1 2025, filed 23 Apr 2025.