Iron Horse Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Iron Horse Wealth 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
2025 Q2	$2.28K	Hold	42	–	–	﹤0.01%	462
2025 Q1	$2.15K	Sell	42 -4	-9%	-$218	﹤0.01%	458
2024 Q4	$2.52K	Sell	46 -10	-18%	-$563	﹤0.01%	364
2024 Q3	$3.06K	Hold	56	–	–	﹤0.01%	343
2024 Q2	$2.87K	Hold	56	–	–	﹤0.01%	327
2024 Q1	$2.99K	Sell	56 -49	-47%	-$2.44K	﹤0.01%	303
2023 Q4	$5.12K	Hold	105	–	–	﹤0.01%	255
2023 Q3	$4.6K	Buy	105 +26	+33%	+$1.2K	﹤0.01%	273
2023 Q2	$3.63K	Sell	79 -10	-11%	-$437	﹤0.01%	198
2023 Q1	$3.91K	Sell	89 -3	-3%	-$134	﹤0.01%	217
2022 Q4	$4K	Buy	92 +69	+300%	+$2.93K	﹤0.01%	168
2022 Q3	$1K	Sell	23 -70	-75%	-$2.97K	﹤0.01%	127
2022 Q2	$4K	Sell	93 -19	-17%	-$824	﹤0.01%	161
2022 Q1	$5K	Sell	112 -24	-18%	-$1.12K	﹤0.01%	163
2021 Q4	$7K	Sell	136 -15	-10%	-$733	﹤0.01%	134
2021 Q3	$7K	Sell	151 -9	-6%	-$425	﹤0.01%	125
2021 Q2	$8K	Sell	160 -25	-14%	-$1.19K	0.01%	127
2021 Q1	$8K	Sell	185 -320	-63%	-$14K	0.01%	117
2020 Q4	$20K	Buy	+505	New	+$18.7K	0.02%	91

Other funds holding SPMD

Creative Planning

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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