HM Payson & Co’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

HM Payson & Co’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 Q4	–	Sell	-29,207	Closed	-$1.67M	–	1196
2025 Q3	$1.67M	Hold	29,207	–	–	0.02%	167
2025 Q2	$1.59M	Sell	29,207 -80,000	-73%	-$4.12M	0.03%	166
2025 Q1	$5.59M	Hold	109,207	–	–	0.1%	101
2024 Q4	$5.97M	Sell	109,207 -34,578	-24%	-$1.95M	0.1%	94
2024 Q3	$7.86M	Hold	143,785	–	–	0.13%	88
2024 Q2	$7.38M	Sell	143,785 -133,183	-48%	-$6.87M	0.13%	83
2024 Q1	$14.8M	Buy	276,968 +133,183	+93%	+$6.62M	0.27%	71
2023 Q4	$7.01M	Hold	143,785	–	–	0.15%	85
2023 Q3	$6.3M	Sell	143,785 -22,128	-13%	-$1.02M	0.15%	83
2023 Q2	$7.61M	Hold	165,913	–	–	0.17%	78
2023 Q1	$7.29M	Buy	+165,913	New	+$7.43M	0.17%	77
2020 Q1	–	Sell	-6	Closed	–	–	973
2019 Q4	$0	Hold	6	–	–	﹤0.01%	968
2019 Q3	$0	Buy	+6	New	+$202	﹤0.01%	977

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

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

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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

HM Payson & Co's SPMD Position: Q4 2025 in Review

HM Payson & Co sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025, closing a stake of 29,207 shares — an estimated $1.67M sold.

HM Payson & Co first reported a position in SPMD in Q3 2019 and held it in 13 quarters. The position peaked at $14.8M in Q1 2024. 793 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

HM Payson & Co reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
HM Payson & Co sold 29,207 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $1.67M.
HM Payson & Co first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2019 and held it in 13 quarters.
HM Payson & Co's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $14.8M in Q1 2024.
793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.