Exchange Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Exchange Capital Management’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	$12.1M	Buy	222,550 +16,636	+8%	+$857K	1.81%	10
2025 Q1	$10.5M	Buy	205,914 +17,544	+9%	+$956K	1.71%	13
2024 Q4	$10.3M	Buy	188,370 +29,527	+19%	+$1.66M	1.64%	14
2024 Q3	$8.69M	Buy	158,843 +37,386	+31%	+$1.98M	1.38%	16
2024 Q2	$6.23M	Buy	121,457 +36,540	+43%	+$1.89M	1.01%	27
2024 Q1	$4.53M	Buy	84,917 +75,537	+805%	+$3.76M	0.74%	40
2023 Q4	$457K	Buy	+9,380	New	+$418K	0.08%	142

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Exchange Capital Management's SPMD Position: Q2 2025 in Review

Exchange Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.1% in Q2 2025, buying an estimated $857K and bringing the position to 222,550 shares worth $12.1M. The position accounts for 1.81% of the portfolio, ranked #10.

Exchange Capital Management first reported a position in SPMD in Q4 2023 and has held it in 7 quarters since. 724 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

Exchange Capital Management held 222,550 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $12.1M as of Q2 2025.
Exchange Capital Management bought 16,636 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $857K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.81% of Exchange Capital Management's portfolio in Q2 2025, its #10 holding.
Exchange Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 7 quarters since.
724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.