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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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $1.89T AUM 35.08% 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

GPS Wealth Strategies Group's SPMD Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 96% in Q4 2025, selling an estimated $562K and leaving 392 shares worth $22.7K. The position accounts for 0.02% of the portfolio, ranked #302.

GPS Wealth Strategies Group first reported a position in SPMD in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.69M in Q2 2023. 797 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

  • GPS Wealth Strategies Group held 392 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $22.7K as of Q4 2025.
  • GPS Wealth Strategies Group sold 9,777 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $562K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #302 holding.
  • GPS Wealth Strategies Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • GPS Wealth Strategies Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.69M in Q2 2023.
  • 797 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.