GLA
SPMD icon

Great Lakes Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Great Lakes Advisors’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
-3,662
Closed -$200K – 861
2024
Q4 		$200K Buy
+3,662
New +$206K ﹤0.01% 797
2018
Q3 		– Sell
-14,253
Closed -$497K – 640
2018
Q2 		$497K Buy
14,253
+60
+0.4% +$2.06K 0.01% 449
2018
Q1 		$471K Sell
14,193
-946
-6% -$31.9K 0.01% 430
2017
Q4 		$505K Buy
15,139
+5,428
+56% +$178K 0.01% 460
2017
Q3 		$310K Buy
+9,711
New +$299K 0.01% 525

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AG
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Great Lakes Advisors's SPMD Position: Q1 2025 in Review

Great Lakes Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 3,662 shares — an estimated $200K sold.

Great Lakes Advisors first reported a position in SPMD in Q3 2017 and held it in 5 quarters. The position peaked at $505K in Q4 2017. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Great Lakes Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 3,662 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $200K.
  • Great Lakes Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2017 and held it in 5 quarters.
  • Great Lakes Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $505K 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 Great Lakes Advisors's 13F filing for Q1 2025, filed 16 May 2025.