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GWSG
GPS Wealth Strategies Group’s
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
Stock Holding History
GPS Wealth Strategies Group’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
$22.7K
Sell
392
-9,777
-96%
-$562K
0.02%
302
2025
Q3
$582K
Sell
10,169
-1,823
-15%
-$103K
0.06%
172
2025
Q2
$652K
Sell
11,992
-243
-2%
-$12.5K
0.08%
154
2025
Q1
$626K
Sell
12,235
-2,261
-16%
-$123K
0.08%
147
2024
Q4
$793K
Sell
14,496
-984
-6%
-$55.4K
0.1%
124
2024
Q3
$846K
Sell
15,480
-26,795
-63%
-$1.42M
0.11%
127
2024
Q2
$2.17M
Sell
42,275
-878
-2%
-$45.3K
0.33%
60
2024
Q1
$2.3M
Sell
43,153
-689
-2%
-$34.3K
0.37%
52
2023
Q4
$2.14M
Sell
43,842
-17,285
-28%
-$770K
0.39%
53
2023
Q3
$2.68M
Buy
61,127
+2,472
+4%
+$114K
0.51%
38
2023
Q2
$2.69M
Buy
58,655
+4,986
+9%
+$218K
0.5%
36
2023
Q1
$2.36M
Buy
53,669
+4,545
+9%
+$203K
0.49%
39
2022
Q4
$2.09M
Buy
49,124
+11,118
+29%
+$472K
0.63%
41
2022
Q3
$1.47M
Buy
38,006
+13,086
+53%
+$555K
0.37%
54
2022
Q2
$989K
Sell
24,920
-977
-4%
-$42.4K
0.25%
66
2022
Q1
$1.22M
Buy
25,897
+25,458
+5,799%
+$1.19M
0.28%
55
2021
Q4
$22K
Buy
439
+23
+6%
+$1.12K
﹤0.01%
566
2021
Q3
$19K
Buy
416
+2
+0.5%
+$94
﹤0.01%
576
2021
Q2
$20K
Buy
414
+2
+0.5%
+$95
0.01%
585
2021
Q1
$18K
Buy
+412
New
+$18.1K
0.01%
574
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
$376B AUM
19.32%
1-Year Est. Return
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)
Omaha, Nebraska
$38B 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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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