MHS
SPMD icon

M Holdings Securities’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

M Holdings Securities’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
-19,944
Closed -$1.14M – 303
2025
Q3 		$1.14M Sell
19,944
-128,198
-87% -$7.22M 0.24% 52
2025
Q2 		$8.06M Buy
148,142
+4,336
+3% +$223K 1.38% 19
2025
Q1 		$7.36M Sell
143,806
-1,443
-1% -$78.7K 1.22% 16
2024
Q4 		$7.94M Sell
145,249
-7,531
-5% -$424K 1.28% 19
2024
Q3 		$8.35M Sell
152,780
-7,633
-5% -$404K 2.1% 10
2024
Q2 		$8.23M Sell
160,413
-2,274
-1% -$117K 1.07% 19
2024
Q1 		$8.68M Sell
162,687
-4,485
-3% -$223K 1.46% 15
2023
Q4 		$8.14M Sell
167,172
-3,892
-2% -$173K 0.92% 24
2023
Q3 		$7.49M Buy
171,064
+138,515
+426% +$6.37M 0.99% 23
2023
Q2 		$1.49M Sell
32,549
-154,375
-83% -$6.74M 0.31% 48
2023
Q1 		$8.21M Sell
186,924
-14,139
-7% -$633K 0.85% 26
2022
Q4 		$8.54M Sell
201,063
-9,268
-4% -$393K 0.9% 27
2022
Q3 		$8.11M Sell
210,331
-26,266
-11% -$1.11M 0.9% 27
2022
Q2 		$9.39M Sell
236,597
-95,313
-29% -$4.13M 0.95% 27
2022
Q1 		$15.7M Buy
+331,910
New +$15.5M 1.19% 19
2021
Q2 		$16.6M Sell
350,867
-3,568
-1% -$169K 1.62% 13
2021
Q1 		$16.2M Sell
354,435
-3,352
-0.9% -$147K 1.48% 11
2020
Q4 		$14.5M Sell
357,787
-11,998
-3% -$445K 1.84% 11
2020
Q3 		$12.1M Sell
369,785
-2,512
-0.7% -$82.5K 1.92% 12
2020
Q2 		$11.6M Sell
372,297
-11,786
-3% -$344K 2.08% 9
2020
Q1 		$9.73M Buy
+384,083
New +$12.6M 1.44% 13

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 $377B 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 $38.1B 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

M Holdings Securities's SPMD Position: Q4 2025 in Review

M Holdings Securities sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025, closing a stake of 19,944 shares — an estimated $1.14M sold.

M Holdings Securities first reported a position in SPMD in Q1 2020 and held it in 21 quarters. The position peaked at $16.6M in Q2 2021. 793 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

  • M Holdings Securities reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • M Holdings Securities sold 19,944 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $1.14M.
  • M Holdings Securities first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and held it in 21 quarters.
  • M Holdings Securities's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $16.6M in Q2 2021.
  • 793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on M Holdings Securities's 13F filing for Q4 2025, filed 11 Feb 2026.