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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return