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 $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return