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Graypoint LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Graypoint LLC’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 		$725K Sell
13,329
-38
-0.3% -$1.96K 0.04% 262
2025
Q1 		$684K Buy
13,367
+220
+2% +$12K 0.04% 264
2024
Q4 		$719K Hold
13,147
– – 0.04% 238
2024
Q3 		$719K Sell
13,147
-547
-4% -$28.9K 0.05% 240
2024
Q2 		$703K Sell
13,694
-350
-2% -$18.1K 0.05% 224
2024
Q1 		$749K Hold
14,044
– – 0.05% 214
2023
Q4 		$684K Hold
14,044
– – 0.06% 209
2023
Q3 		$615K Hold
14,044
– – 0.06% 206
2023
Q2 		$644K Sell
14,044
-597
-4% -$26.1K 0.06% 182
2023
Q1 		$643K Sell
14,641
-212
-1% -$9.49K 0.07% 175
2022
Q4 		$631K Hold
14,853
– – 0.08% 168
2022
Q3 		$573K Hold
14,853
– – 0.07% 173
2022
Q2 		$590K Buy
14,853
+2,432
+20% +$105K 0.08% 163
2022
Q1 		$586K Hold
12,421
– – 0.06% 184
2021
Q4 		$618K Hold
12,421
– – 0.06% 168
2021
Q3 		$573K Hold
12,421
– – 0.07% 160
2021
Q2 		$586K Sell
12,421
-240
-2% -$11.4K 0.08% 153
2021
Q1 		$579K Hold
12,661
– – 0.09% 146
2020
Q4 		$512K Hold
12,661
– – 0.09% 141
2020
Q3 		$413K Hold
12,661
– – 0.08% 140
2020
Q2 		$396K Buy
+12,661
New +$370K 0.09% 119

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
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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Graypoint LLC's SPMD Position: Q2 2025 in Review

Graypoint LLC reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.28% in Q2 2025, selling an estimated $1.96K and leaving 13,329 shares worth $725K. The position accounts for 0.04% of the portfolio, ranked #262.

Graypoint LLC first reported a position in SPMD in Q2 2020 and has held it in 21 quarters since. The position peaked at $749K in Q1 2024. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Graypoint LLC held 13,329 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $725K as of Q2 2025.
  • Graypoint LLC sold 38 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $1.96K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Graypoint LLC's portfolio in Q2 2025, its #262 holding.
  • Graypoint LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 21 quarters since.
  • Graypoint LLC's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $749K in Q1 2024.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.