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

Hexagon Capital Partners’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 		– Sell
-776
Closed -$39.7K – 1480
2025
Q1 		$39.7K Hold
776
– – 0.01% 533
2024
Q4 		$42.4K Hold
776
– – 0.01% 531
2024
Q3 		$42.4K Hold
776
– – 0.01% 484
2024
Q2 		$39.8K Sell
776
-98
-11% -$5.06K 0.01% 484
2024
Q1 		$46.6K Hold
874
– – 0.01% 448
2023
Q4 		$42.6K Buy
+874
New +$38.9K 0.01% 452

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

Hexagon Capital Partners's SPMD Position: Q2 2025 in Review

Hexagon Capital Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 776 shares — an estimated $39.7K sold.

Hexagon Capital Partners first reported a position in SPMD in Q4 2023 and held it in 6 quarters. The position peaked at $46.6K in Q1 2024. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Hexagon Capital Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 776 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $39.7K.
  • Hexagon Capital Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and held it in 6 quarters.
  • Hexagon Capital Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $46.6K 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 Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.