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 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

Iron Horse Wealth Management's SPMD Position: Q2 2025 in Review

Iron Horse Wealth Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2025 at 42 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Iron Horse Wealth Management first reported a position in SPMD in Q4 2020 and has held it in 19 quarters since. The position peaked at $20K in Q4 2020. 725 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

Iron Horse Wealth Management held 42 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.28K as of Q2 2025.
Iron Horse Wealth Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2025.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #462 holding.
Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $20K in Q4 2020.
725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.