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Kelly Financial Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Kelly Financial Services’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
-6,652
Closed -$364K – 124
2024
Q3 		$364K Buy
6,652
+30
+0.5% +$1.59K 0.13% 79
2024
Q2 		$340K Sell
6,622
-85
-1% -$4.39K 0.12% 78
2024
Q1 		$358K Sell
6,707
-1,290
-16% -$64.2K 0.14% 76
2023
Q4 		$390K Sell
7,997
-449
-5% -$20K 0.16% 71
2023
Q3 		$370K Buy
8,446
+268
+3% +$12.3K 0.17% 66
2023
Q2 		$375K Buy
8,178
+271
+3% +$11.8K 0.18% 65
2023
Q1 		$347K Buy
7,907
+1,647
+26% +$73.7K 0.18% 63
2022
Q4 		$266K Buy
6,260
+1,984
+46% +$84.2K 0.14% 75
2022
Q3 		$165K Buy
4,276
+455
+12% +$19.3K 0.1% 81
2022
Q2 		$152K Buy
3,821
+1,037
+37% +$45K 0.08% 90
2022
Q1 		$131K Buy
2,784
+73
+3% +$3.41K 0.06% 109
2021
Q4 		$135K Buy
2,711
+1,470
+118% +$71.8K 0.06% 105
2021
Q3 		$57.3K Buy
1,241
+888
+252% +$41.9K 0.03% 142
2021
Q2 		$16.6K Buy
+353
New +$16.8K 0.01% 282

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $4.84B AUM 25.68% 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 $104B AUM 28.3% 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 $1.89T AUM 35.08% 1-Year Est. Return

Kelly Financial Services's SPMD Position: Q4 2024 in Review

Kelly Financial Services sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 6,652 shares — an estimated $364K sold.

Kelly Financial Services first reported a position in SPMD in Q2 2021 and held it in 14 quarters. The position peaked at $390K in Q4 2023. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

  • Kelly Financial Services reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Kelly Financial Services sold 6,652 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $364K.
  • Kelly Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and held it in 14 quarters.
  • Kelly Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $390K in Q4 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 Kelly Financial Services's 13F filing for Q4 2024, filed 14 Jan 2025.