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

Executive Wealth 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
2024 Q4	$2.75M	Buy	50,307 +377	+0.8%	+$21.2K	0.22%	109
2024 Q3	$2.73M	Sell	49,930 -117,399	-70%	-$6.21M	0.21%	102
2024 Q2	$8.58M	Buy	167,329 +7,544	+5%	+$389K	1.57%	19
2024 Q1	$8.47M	Buy	159,785 +111,064	+228%	+$5.52M	0.74%	44
2023 Q4	$2.37M	Hold	48,721	–	–	0.22%	91
2023 Q3	$2.13M	Buy	48,721 +2,368	+5%	+$109K	0.22%	90
2023 Q2	$2.13M	Sell	46,353 -134,382	-74%	-$5.87M	0.22%	85
2023 Q1	$7.94M	Buy	180,735 +28,719	+19%	+$1.29M	0.88%	31
2022 Q4	$6.46M	Buy	152,016 +146,531	+2,671%	+$6.22M	0.79%	41
2022 Q3	$5.49K	Buy	+5,485	New	+$233K	0.76%	45
2020 Q1	–	Sell	-333,334	Closed	-$12.1M	–	145
2019 Q4	$12.1M	Buy	333,334 +4,446	+1%	+$155K	1.65%	14
2019 Q3	$11.1M	Buy	328,888 +20,588	+7%	+$694K	1.69%	14
2019 Q2	$10.5M	Buy	+308,300	New	+$10.4M	1.49%	15

Other funds holding SPMD

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

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

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

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

TPSF

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

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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

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

Executive Wealth Management's SPMD Position: Q4 2024 in Review

Executive Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.76% in Q4 2024, buying an estimated $21.2K and bringing the position to 50,307 shares worth $2.75M. The position accounts for 0.22% of the portfolio, ranked #109.

Executive Wealth Management first reported a position in SPMD in Q2 2019 and has held it in 13 quarters since. The position peaked at $12.1M in Q4 2019. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

Executive Wealth Management held 50,307 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.75M as of Q4 2024.
Executive Wealth Management bought 377 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $21.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.22% of Executive Wealth Management's portfolio in Q4 2024, its #109 holding.
Executive Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and has held it in 13 quarters since.
Executive Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $12.1M in Q4 2019.
683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.