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Elwood & Goetz Wealth Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Elwood & Goetz Wealth Advisory 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 		– Sell
-4,037
Closed -$207K – 117
2025
Q1 		$207K Buy
+4,037
New +$220K 0.05% 96

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's SPMD Position: Q2 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 4,037 shares — an estimated $207K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in SPMD in Q1 2025 and held it in 1 quarter. The position peaked at $207K in Q1 2025. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Elwood & Goetz Wealth Advisory Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 4,037 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $207K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $207K in Q1 2025.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2025, filed 17 Jul 2025.