Federation des caisses Desjardins du Quebec’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Federation des caisses Desjardins du Quebec’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 Q1	–	Sell	-37,207	Closed	-$2.03M	–	2749
2024 Q4	$2.03M	Sell	37,207 -29,050	-44%	-$1.63M	0.01%	577
2024 Q3	$3.62M	Sell	66,257 -3,031	-4%	-$160K	0.02%	416
2024 Q2	$3.55M	Sell	69,288 -3,164	-4%	-$163K	0.02%	407
2024 Q1	$3.86M	Buy	72,452 +36,790	+103%	+$1.83M	0.03%	365
2023 Q4	$1.74M	Sell	35,662 -738	-2%	-$32.9K	0.02%	467
2023 Q3	$1.59M	Sell	36,400 -6,470	-15%	-$297K	0.02%	453
2023 Q2	$1.97M	Sell	42,870 -2,240	-5%	-$97.9K	0.02%	430
2023 Q1	$1.98M	Sell	45,110 -6,506	-13%	-$291K	0.02%	403
2022 Q4	$2.19M	Buy	51,616 +44,942	+673%	+$1.91M	0.03%	348
2022 Q3	$257K	Sell	6,674 -87,964	-93%	-$3.73M	﹤0.01%	990
2022 Q2	$3.76M	Buy	+94,638	New	+$4.11M	0.04%	289

Other funds holding SPMD

Creative Planning

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

Carson Wealth (CWM LLC)

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

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

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

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

HighTower Advisors

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

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

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