EFG
SPMD icon

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

Elios Financial 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
Q2 		$454K Buy
8,355
+25
+0.3% +$1.29K 0.21% 89
2025
Q1 		$426K Sell
8,330
-34
-0.4% -$1.85K 0.21% 82
2024
Q4 		$457K Sell
8,364
-919
-10% -$51.7K 0.22% 79
2024
Q3 		$508K Buy
+9,283
New +$491K 0.23% 76

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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Elios Financial Group's SPMD Position: Q2 2025 in Review

Elios Financial Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.3% in Q2 2025, buying an estimated $1.29K and bringing the position to 8,355 shares worth $454K. The position accounts for 0.21% of the portfolio, ranked #89.

Elios Financial Group first reported a position in SPMD in Q3 2024 and has held it in 4 quarters since. The position peaked at $508K in Q3 2024. 724 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Elios Financial Group held 8,355 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $454K as of Q2 2025.
  • Elios Financial Group bought 25 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $1.29K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.21% of Elios Financial Group's portfolio in Q2 2025, its #89 holding.
  • Elios Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $508K in Q3 2024.
  • 724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.