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

Macroview Investment 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
2024 Q4	–	Sell	-13	Closed	-$686	–	478
2024 Q3	$686	Hold	13	–	–	﹤0.01%	525
2024 Q2	$643	Buy	13 +1	+8%	+$52	﹤0.01%	528
2024 Q1	$667	Hold	12	–	–	﹤0.01%	580
2023 Q4	$608	Hold	12	–	–	﹤0.01%	568
2023 Q3	$546	Hold	12	–	–	﹤0.01%	719
2023 Q2	$570	Hold	12	–	–	﹤0.01%	447
2023 Q1	$545	Hold	12	–	–	﹤0.01%	408
2022 Q4	$526	Hold	12	–	–	﹤0.01%	418
2022 Q3	$0	Hold	12	–	–	﹤0.01%	517
2022 Q2	$0	Hold	12	–	–	﹤0.01%	517
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	410
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	375
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	366
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	385
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	358
2020 Q4	$0	Hold	12	–	–	﹤0.01%	379
2020 Q3	$0	Hold	12	–	–	﹤0.01%	377
2020 Q2	$0	Hold	12	–	–	﹤0.01%	392
2020 Q1	$0	Sell	12 -9,624	-100%	-$315K	﹤0.01%	350
2019 Q4	$349K	Buy	9,636 +1,560	+19%	+$54.4K	0.73%	27
2019 Q3	$274K	Sell	8,076 -2,797	-26%	-$94.3K	0.59%	29
2019 Q2	$370K	Buy	10,873 +697	+7%	+$23.5K	0.96%	24
2019 Q1	$339K	Buy	10,176 +5,142	+102%	+$168K	0.84%	28
2018 Q4	$148K	Buy	5,034 +5,022	+41,850%	+$164K	0.47%	35
2018 Q3	$0	Hold	12	–	–	﹤0.01%	351
2018 Q2	$0	Buy	+12	New	+$413	﹤0.01%	311

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Macroview Investment Management's SPMD Position: Q4 2024 in Review

Macroview Investment Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 13 shares — an estimated $686 sold.

Macroview Investment Management first reported a position in SPMD in Q2 2018 and held it in 26 quarters. The position peaked at $370K in Q2 2019. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

Macroview Investment Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 13 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $686.
Macroview Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and held it in 26 quarters.
Macroview Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $370K in Q2 2019.
683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.