ITIM
SPMD icon

Indiana Trust & Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Indiana Trust & Investment Management’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 		– Sell
-1,258
Closed -$68.8K – 501
2024
Q3 		$68.8K Sell
1,258
-706
-36% -$37.3K 0.02% 265
2024
Q2 		$101K Hold
1,964
– – 0.04% 223
2024
Q1 		$105K Buy
+1,964
New +$97.7K 0.04% 214

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

Indiana Trust & Investment Management's SPMD Position: Q4 2024 in Review

Indiana Trust & Investment Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 1,258 shares — an estimated $68.8K sold.

Indiana Trust & Investment Management first reported a position in SPMD in Q1 2024 and held it in 3 quarters. The position peaked at $105K in Q1 2024. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

  • Indiana Trust & Investment Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 1,258 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $68.8K.
  • Indiana Trust & Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and held it in 3 quarters.
  • Indiana Trust & Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $105K in Q1 2024.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.