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Foster Dykema Cabot & Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Foster Dykema Cabot & Partners’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
-953
Closed -$54.5K – 413
2025
Q3 		$54.5K Buy
+953
New +$53.7K ﹤0.01% 204

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
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

Foster Dykema Cabot & Partners's SPMD Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025, closing a stake of 953 shares — an estimated $54.5K sold.

Foster Dykema Cabot & Partners first reported a position in SPMD in Q3 2025 and held it in 1 quarter. The position peaked at $54.5K in Q3 2025. 794 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

  • Foster Dykema Cabot & Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 953 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $54.5K.
  • Foster Dykema Cabot & Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and held it in 1 quarter.
  • Foster Dykema Cabot & Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $54.5K 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 Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.