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

Financial Advocates 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
2025
Q3 		– Sell
-26,841
Closed -$1.46M – 527
2025
Q2 		$1.46M Buy
26,841
+2,978
+12% +$153K 0.12% 168
2025
Q1 		$1.22M Sell
23,863
-396
-2% -$21.6K 0.09% 237
2024
Q4 		$1.33M Sell
24,259
-1,305
-5% -$73.4K 0.08% 236
2024
Q3 		$1.39M Buy
25,564
+2,450
+11% +$130K 0.08% 240
2024
Q2 		$1.19M Sell
23,114
-91,617
-80% -$4.73M 0.07% 254
2024
Q1 		$9.74M Buy
114,731
+92,210
+409% +$4.59M 0.56% 32
2023
Q4 		$1.09M Buy
22,521
+1,386
+7% +$61.7K 0.07% 266
2023
Q3 		$927K Buy
21,135
+1,184
+6% +$54.4K 0.07% 283
2023
Q2 		$916K Buy
19,951
+2,084
+12% +$91K 0.07% 284
2023
Q1 		$785K Sell
17,867
-108,214
-86% -$4.84M 0.06% 331
2022
Q4 		$5.36M Buy
126,081
+6,870
+6% +$292K 0.4% 56
2022
Q3 		$4.6M Sell
119,211
-11,888
-9% -$504K 0.38% 65
2022
Q2 		$5.2M Buy
131,099
+15,783
+14% +$685K 0.42% 56
2022
Q1 		$5.44M Buy
115,316
+8,981
+8% +$420K 0.36% 64
2021
Q4 		$5.29M Buy
106,335
+3,962
+4% +$194K 0.33% 68
2021
Q3 		$4.73M Buy
102,373
+14,729
+17% +$696K 0.32% 73
2021
Q2 		$4.14M Buy
87,644
+13,055
+18% +$620K 0.28% 83
2021
Q1 		$3.41M Buy
74,589
+3,018
+4% +$132K 0.24% 89
2020
Q4 		$2.89M Buy
71,571
+4,345
+6% +$161K 0.2% 112
2020
Q3 		$2.19M Buy
+67,226
New +$2.21M 0.19% 114

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 $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Financial Advocates Investment Management's SPMD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 26,841 shares — an estimated $1.46M sold.

Financial Advocates Investment Management first reported a position in SPMD in Q3 2020 and held it in 20 quarters. The position peaked at $9.74M in Q1 2024. 730 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 26,841 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2025, an estimated $1.46M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and held it in 20 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $9.74M in Q1 2024.
  • 730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.