GRP
SPMD icon

Global Retirement Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Global Retirement 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 		$27.2M Sell
468,852
-8,279
-2% -$476K 0.48% 43
2025
Q3 		$27.3M Buy
477,131
+2,745
+0.6% +$155K 0.61% 31
2025
Q2 		$25.8M Buy
+474,386
New +$24.4M 0.64% 27
2024
Q4 		$26M Sell
475,513
-69,168
-13% -$3.89M 0.75% 21
2024
Q3 		$29.8M Sell
544,681
-6,413
-1% -$339K 0.9% 15
2024
Q2 		$28.3M Buy
551,094
+68,425
+14% +$3.53M 0.89% 20
2024
Q1 		$25.7M Buy
482,669
+42,779
+10% +$2.13M 0.96% 17
2023
Q4 		$20.9M Buy
439,890
+8,290
+2% +$369K 0.87% 18
2023
Q3 		$18.4M Buy
431,600
+9,291
+2% +$427K 0.93% 16
2023
Q2 		$19.4M Buy
422,309
+4,874
+1% +$213K 0.95% 19
2023
Q1 		$17.9M Buy
417,435
+244,370
+141% +$10.9M 0.95% 19
2022
Q4 		$7.36M Buy
173,065
+52,460
+43% +$2.23M 0.51% 33
2022
Q3 		$5.14M Buy
120,605
+25,635
+27% +$1.09M 0.39% 50
2022
Q2 		$3.77M Sell
94,970
-3,298
-3% -$143K 0.3% 79
2022
Q1 		$4.11M Buy
+98,268
New +$4.6M 0.32% 71
2021
Q4 		– Sell
-16,340
Closed -$754K – 1574
2021
Q3 		$754K Sell
16,340
-591
-3% -$27.9K 0.07% 227
2021
Q2 		$799K Buy
16,931
+10,027
+145% +$476K 0.08% 219
2021
Q1 		$316K Buy
6,904
+808
+13% +$35.5K 0.04% 336
2020
Q4 		$246K Sell
6,096
-1,241
-17% -$46K 0.03% 360
2020
Q3 		$239K Buy
7,337
+420
+6% +$13.8K 0.04% 340
2020
Q2 		$216K Buy
6,917
+754
+12% +$22K 0.03% 340
2020
Q1 		$156K Buy
6,163
+1,104
+22% +$36.1K 0.03% 363
2019
Q4 		$183K Buy
5,059
+1,491
+42% +$52K 0.03% 381
2019
Q3 		$121K Buy
3,568
+2,523
+241% +$85K 0.02% 442
2019
Q2 		$36K Buy
1,045
+662
+173% +$22.3K 0.01% 697
2019
Q1 		$13K Sell
383
-13,999
-97% -$458K ﹤0.01% 986
2018
Q4 		$423K Buy
14,382
+77
+0.5% +$2.51K 0.11% 185
2018
Q3 		$517K Buy
14,305
+192
+1% +$6.94K 0.12% 167
2018
Q2 		$492K Sell
14,113
-148
-1% -$5.09K 0.12% 166
2018
Q1 		$473K Buy
14,261
+12,035
+541% +$405K 0.13% 169
2017
Q4 		$74K Buy
2,226
+2,043
+1,116% +$67K 0.02% 420
2017
Q3 		$6K Buy
+183
New +$5.63K ﹤0.01% 974

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Global Retirement Partners's SPMD Position: Q4 2025 in Review

Global Retirement Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.7% in Q4 2025, selling an estimated $476K and leaving 468,852 shares worth $27.2M. The position accounts for 0.48% of the portfolio, ranked #43.

Global Retirement Partners first reported a position in SPMD in Q3 2017 and has held it in 32 quarters since. The position peaked at $29.8M in Q3 2024. 793 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

  • Global Retirement Partners held 468,852 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $27.2M as of Q4 2025.
  • Global Retirement Partners sold 8,279 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $476K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.48% of Global Retirement Partners's portfolio in Q4 2025, its #43 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2017 and has held it in 32 quarters since.
  • Global Retirement Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $29.8M in Q3 2024.
  • 793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.