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Legacy Investment Solutions’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Legacy Investment Solutions’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 		$55.3K Buy
+1,017
New +$52.4K 0.03% 149
2024
Q4 		$8.49K Hold
151
– – 0.01% 314
2024
Q3 		$8.67K Buy
+151
New +$7.99K 0.01% 332

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VA
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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Legacy Investment Solutions's SPMD Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025: 1,017 shares worth $55.3K. The stake represents 0.03% of the portfolio and ranks #149 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPMD as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPMD in Q3 2024 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Legacy Investment Solutions held 1,017 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $55.3K as of Q2 2025.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #149 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.