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

Horan Securities’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	$787K	Buy	+14,466	New	+$745K	0.28%	50
2023 Q3	–	Sell	-856	Closed	-$39.3K	–	578
2023 Q2	$39.3K	Buy	856 +198	+30%	+$8.65K	0.02%	259
2023 Q1	$28.9K	Buy	658 +428	+186%	+$19.2K	0.01%	265
2022 Q4	$9.78K	Hold	230	–	–	0.01%	373
2022 Q3	$9K	Sell	230 -24	-9%	-$1.02K	0.01%	359
2022 Q2	$10K	Sell	254 -30	-11%	-$1.3K	0.01%	328
2022 Q1	$13K	Sell	284 -19	-6%	-$888	0.01%	298
2021 Q4	$15K	Buy	+303	New	+$14.8K	0.01%	278
2021 Q2	$18K	Buy	386 +189	+96%	+$8.97K	0.01%	243
2021 Q1	$9K	Buy	197 +1	+0.5%	+$44	0.01%	291
2020 Q4	$8K	Buy	196 +1	+0.5%	+$37	0.01%	281
2020 Q3	$6K	Buy	+195	New	+$6.41K	0.01%	246

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TPSF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Horan Securities's SPMD Position: Q2 2025 in Review

Horan Securities opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025: 14,466 shares worth $787K. The stake represents 0.28% of the portfolio and ranks #50 among its holdings. This is a return to the name: Horan Securities previously reported a position in SPMD as recently as Q2 2023.

Horan Securities first reported a position in SPMD in Q3 2020 and has held it in 12 quarters since. 724 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

Horan Securities held 14,466 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $787K as of Q2 2025.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Horan Securities position in Q2 2025.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.28% of Horan Securities's portfolio in Q2 2025, its #50 holding.
Horan Securities first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and has held it in 12 quarters since.
724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.