Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$114K	Sell	2,095 -12,430	-86%	-$700K	0.09%	142
2024 Q3	$794K	Sell	14,525 -407	-3%	-$21.5K	0.23%	94
2024 Q2	$766K	Sell	14,932 -1,205	-7%	-$62.2K	0.22%	103
2024 Q1	$861K	Buy	16,137 +225	+1%	+$11.2K	0.26%	85
2023 Q4	$775K	Sell	15,912 -13,295	-46%	-$592K	0.25%	80
2023 Q3	$1.28M	Buy	+29,207	New	+$1.34M	0.46%	46
2023 Q1	$579K	Buy	+13,171	New	+$590K	0.22%	95
2022 Q4	–	Sell	-13,992	Closed	-$539K	–	1023
2022 Q3	$539K	Sell	13,992 -866	-6%	-$36.7K	0.22%	102
2022 Q2	$590K	Buy	14,858 +68	+0.5%	+$2.95K	0.26%	92
2022 Q1	$698K	Sell	14,790 -309	-2%	-$14.4K	0.28%	96
2021 Q4	$751K	Buy	+15,099	New	+$738K	0.28%	95

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

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

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

TPSF

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's SPMD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 86% in Q4 2024, selling an estimated $700K and leaving 2,095 shares worth $114K. The position accounts for 0.09% of the portfolio, ranked #142.

Householder Group Estate & Retirement Specialist first reported a position in SPMD in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.28M in Q3 2023. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2,095 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $114K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 12,430 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $700K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #142 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.28M in Q3 2023.
683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.