HC
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Headland Capital’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Headland Capital’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
-98,992
Closed -$5.41M – 67
2024
Q4 		$5.41M Buy
+98,992
New +$5.57M 1.85% 18

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Headland Capital's SPMD Position: Q1 2025 in Review

Headland Capital sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 98,992 shares — an estimated $5.41M sold.

Headland Capital first reported a position in SPMD in Q4 2024 and held it in 1 quarter. The position peaked at $5.41M in Q4 2024. 678 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Headland Capital reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Headland Capital sold 98,992 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $5.41M.
  • Headland Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and held it in 1 quarter.
  • Headland Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.41M in Q4 2024.
  • 678 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Headland Capital's 13F filing for Q1 2025, filed 8 May 2025.