EWA
SPMD icon

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

EverSource Wealth Advisors’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 		$35.2K Buy
593
+228
+62% +$13.9K ﹤0.01% 2147
2025
Q4 		$21.2K Sell
365
-225
-38% -$12.9K ﹤0.01% 2350
2025
Q3 		$33.7K Buy
590
+350
+146% +$19.7K ﹤0.01% 1984
2025
Q2 		$13K Sell
240
-33
-12% -$1.7K ﹤0.01% 2630
2025
Q1 		$14K Sell
273
-4,517
-94% -$246K ﹤0.01% 1905
2024
Q4 		$262K Buy
4,790
+4,614
+2,622% +$260K 0.01% 547
2024
Q3 		$9.62K Sell
176
-18
-9% -$952 ﹤0.01% 1889
2024
Q2 		$10.5K Sell
194
-5,729
-97% -$296K ﹤0.01% 1829
2024
Q1 		$297K Buy
+5,923
New +$295K 0.02% 375

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 $376B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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