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

Madison Investment Advisors’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	$2.64M	Buy	+48,222	New	+$2.71M	0.03%	220

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

Madison Investment Advisors's SPMD Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024: 48,222 shares worth $2.64M. The stake represents 0.03% of the portfolio and ranks #220 among its holdings.

683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

Madison Investment Advisors held 48,222 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.64M as of Q4 2024.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Madison Investment Advisors position in Q4 2024.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Madison Investment Advisors's portfolio in Q4 2024, its #220 holding.
683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.