Global Trust Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Global Trust Asset 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 Q1	–	Sell	-189	Closed	-$10.3K	–	523
2024 Q4	$10.3K	Hold	189	–	–	﹤0.01%	405
2024 Q3	$10.3K	Hold	189	–	–	﹤0.01%	383
2024 Q2	$9.7K	Hold	189	–	–	﹤0.01%	366
2024 Q1	$10.1K	Hold	189	–	–	﹤0.01%	356
2023 Q4	$9.21K	Hold	189	–	–	﹤0.01%	343
2023 Q3	$8.28K	Hold	189	–	–	﹤0.01%	341
2023 Q2	$8.67K	Hold	189	–	–	﹤0.01%	343
2023 Q1	$8.3K	Hold	189	–	–	﹤0.01%	325
2022 Q4	$8.03K	Hold	189	–	–	﹤0.01%	315
2022 Q3	$7K	Hold	189	–	–	﹤0.01%	339
2022 Q2	$8K	Hold	189	–	–	﹤0.01%	331
2022 Q1	$9K	Hold	189	–	–	﹤0.01%	376
2021 Q4	$9K	Hold	189	–	–	﹤0.01%	347
2021 Q3	$9K	Hold	189	–	–	﹤0.01%	325
2021 Q2	$9K	Hold	189	–	–	﹤0.01%	331
2021 Q1	$9K	Hold	189	–	–	0.01%	297
2020 Q4	$8K	Hold	189	–	–	﹤0.01%	310
2020 Q3	$6K	Hold	189	–	–	﹤0.01%	282
2020 Q2	$6K	Sell	189 -42	-18%	-$1.23K	﹤0.01%	261
2020 Q1	$6K	Buy	+231	New	+$7.55K	﹤0.01%	270
2018 Q1	–	Sell	-5,100	Closed	-$170K	–	394
2017 Q4	$170K	Buy	+5,100	New	+$167K	0.12%	154

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

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

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

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

TPSF

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

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

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

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

Global Trust Asset Management's SPMD Position: Q1 2025 in Review

Global Trust Asset Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 189 shares — an estimated $10.3K sold.

Global Trust Asset Management first reported a position in SPMD in Q4 2017 and held it in 21 quarters. The position peaked at $170K in Q4 2017. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

Global Trust Asset Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
Global Trust Asset Management sold 189 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $10.3K.
Global Trust Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and held it in 21 quarters.
Global Trust Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $170K in Q4 2017.
677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Global Trust Asset Management's 13F filing for Q1 2025, filed 18 Apr 2025.