HIF
SPMD icon

Hill Island Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Hill Island Financial’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
-11,737
Closed -$642K – 72
2024
Q4 		$642K Buy
11,737
+23
+0.2% +$1.29K 0.19% 41
2024
Q3 		$641K Buy
11,714
+21
+0.2% +$1.11K 0.19% 36
2024
Q2 		$600K Buy
11,693
+24
+0.2% +$1.24K 0.2% 36
2024
Q1 		$622K Buy
11,669
+19
+0.2% +$945 0.21% 35
2023
Q4 		$568K Buy
+11,650
New +$519K 0.19% 37

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

Hill Island Financial's SPMD Position: Q1 2025 in Review

Hill Island Financial sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 11,737 shares — an estimated $642K sold.

Hill Island Financial first reported a position in SPMD in Q4 2023 and held it in 5 quarters. The position peaked at $642K in Q4 2024. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Hill Island Financial reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Hill Island Financial sold 11,737 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $642K.
  • Hill Island Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and held it in 5 quarters.
  • Hill Island Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $642K in Q4 2024.
  • 677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Hill Island Financial's 13F filing for Q1 2025, filed 22 Apr 2025.