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

Guerra 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 Q3	$35.2K	Buy	+616	New	+$34.7K	0.01%	176

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Guerra Advisors's SPMD Position: Q3 2025 in Review

Guerra Advisors opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025: 616 shares worth $35.2K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings.

730 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

Guerra Advisors held 616 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $35.2K as of Q3 2025.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Guerra Advisors position in Q3 2025.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #176 holding.
730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.