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

Fernwood Investment 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 		– Sell
-3,696
Closed -$202K – 189
2024
Q3 		$202K Sell
3,696
-10,529
-74% -$557K 0.07% 181
2024
Q2 		$730K Hold
14,225
– – 0.23% 88
2024
Q1 		$759K Sell
14,225
-1
-0% -$50 0.22% 90
2023
Q4 		$693K Buy
14,226
+1,324
+10% +$59K 0.23% 94
2023
Q3 		$565K Sell
12,902
-275
-2% -$12.6K 0.2% 104
2023
Q2 		$605K Hold
13,177
– – 0.21% 103
2023
Q1 		$579K Hold
13,177
– – 0.22% 104
2022
Q4 		$560K Sell
13,177
-355
-3% -$15.1K 0.23% 107
2022
Q3 		$522K Hold
13,532
– – 0.22% 111
2022
Q2 		$537K Hold
13,532
– – 0.23% 111
2022
Q1 		$638K Buy
13,532
+100
+0.7% +$4.68K 0.22% 114
2021
Q4 		$668K Buy
13,432
+125
+0.9% +$6.11K 0.22% 114
2021
Q3 		$614K Hold
13,307
– – 0.21% 117
2021
Q2 		$628K Hold
13,307
– – 0.21% 116
2021
Q1 		$609K Hold
13,307
– – 0.22% 110
2020
Q4 		$538K Hold
13,307
– – 0.21% 117
2020
Q3 		$434K Hold
13,307
– – 0.21% 119
2020
Q2 		$416K Hold
13,307
– – 0.21% 114
2020
Q1 		$337K Buy
13,307
+1,879
+16% +$61.5K 0.22% 107
2019
Q4 		$414K Buy
11,428
+1,340
+13% +$46.7K 0.2% 106
2019
Q3 		$342K Hold
10,088
– – 0.17% 124
2019
Q2 		$344K Hold
10,088
– – 0.19% 109
2019
Q1 		$336K Buy
+10,088
New +$330K 0.18% 112

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 $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fernwood Investment Management's SPMD Position: Q4 2024 in Review

Fernwood Investment Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 3,696 shares — an estimated $202K sold.

Fernwood Investment Management first reported a position in SPMD in Q1 2019 and held it in 23 quarters. The position peaked at $759K in Q1 2024. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

  • Fernwood Investment Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 3,696 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $202K.
  • Fernwood Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and held it in 23 quarters.
  • Fernwood Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $759K in Q1 2024.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

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