Glass Jacobson Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Glass Jacobson Investment Advisors’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 Q2	–	Sell	-584	Closed	-$31.9K	–	816
2025 Q1	$31.9K	Hold	584	–	–	0.01%	439
2024 Q4	$31.9K	Buy	584 +1	+0.2%	+$56	0.01%	439
2024 Q3	$31.9K	Buy	583 +1	+0.2%	+$53	0.01%	433
2024 Q2	$29.9K	Buy	582 +1	+0.2%	+$52	0.01%	422
2024 Q1	$31K	Hold	581	–	–	0.01%	424
2023 Q4	$28.3K	Buy	581 +196	+51%	+$8.73K	0.01%	403
2023 Q3	$16.9K	Hold	385	–	–	0.01%	443
2023 Q2	$17.7K	Buy	+385	New	+$16.8K	0.01%	441
2022 Q4	$16.4K	Buy	+385	New	+$16.3K	0.01%	452

Other funds holding SPMD

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

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

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

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

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

TPSF

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

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

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

Glass Jacobson Investment Advisors's SPMD Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 584 shares — an estimated $31.9K sold.

Glass Jacobson Investment Advisors first reported a position in SPMD in Q4 2022 and held it in 9 quarters. The position peaked at $31.9K in Q1 2025. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 584 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $31.9K.
Glass Jacobson Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $31.9K in Q1 2025.
722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.