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

Farrow Financial’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 Q4	–	Sell	-48,572	Closed	-$2.78M	–	56
2025 Q3	$2.78M	Buy	48,572 +246	+0.5%	+$13.9K	1.61%	24
2025 Q2	$2.63M	Buy	48,326 +306	+0.6%	+$15.8K	1.59%	24
2025 Q1	$2.46M	Buy	48,020 +3,544	+8%	+$193K	1.65%	23
2024 Q4	$2.43M	Buy	44,476 +33,314	+298%	+$1.87M	1.58%	21
2024 Q3	$610K	Buy	11,162 +231	+2%	+$12.2K	0.38%	44
2024 Q2	$561K	Buy	10,931 +1,096	+11%	+$56.5K	0.38%	45
2024 Q1	$525K	Buy	9,835 +801	+9%	+$39.8K	0.37%	48
2023 Q4	$440K	Buy	+9,034	New	+$402K	0.33%	46

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

Morgan Stanley New York $1.89T AUM 35.08% 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

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Farrow Financial's SPMD Position: Q4 2025 in Review

Farrow Financial sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025, closing a stake of 48,572 shares — an estimated $2.78M sold.

Farrow Financial first reported a position in SPMD in Q4 2023 and held it in 8 quarters. The position peaked at $2.78M in Q3 2025. 794 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

Farrow Financial reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
Farrow Financial sold 48,572 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $2.78M.
Farrow Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and held it in 8 quarters.
Farrow Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.78M in Q3 2025.
794 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Farrow Financial's 13F filing for Q4 2025, filed 27 Jan 2026.