KHC
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Koesten Hirschmann & Crabtree’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Koesten Hirschmann & Crabtree’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
Q4 		– Sell
-14
Closed -$801 – 219
2025
Q3 		$801 Hold
14
– – ﹤0.01% 220
2025
Q2 		$762 Hold
14
– – ﹤0.01% 270
2025
Q1 		$717 Hold
14
– – ﹤0.01% 186
2024
Q4 		$766 Sell
14
-72
-84% -$4.05K ﹤0.01% 175
2024
Q3 		$4.7K Buy
86
+14
+19% +$740 ﹤0.01% 141
2024
Q2 		$3.84K Hold
72
– – ﹤0.01% 156
2024
Q1 		$3.84K Sell
72
-1,175
-94% -$58.4K ﹤0.01% 156
2023
Q4 		$60.8K Buy
+1,247
New +$55.6K 0.04% 64

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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $38B AUM 19.66% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return