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

Litman Gregory 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
Q4 		$69.5K Buy
+1,200
New +$68.9K 0.01% 207

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Litman Gregory Wealth Management's SPMD Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025: 1,200 shares worth $69.5K. The stake represents 0.01% of the portfolio and ranks #207 among its holdings.

798 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

  • Litman Gregory Wealth Management held 1,200 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $69.5K as of Q4 2025.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Litman Gregory Wealth Management position in Q4 2025.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #207 holding.
  • 798 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.