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

Mainstream Capital 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
Q1 		– Sell
-4,843
Closed -$265K – 265
2024
Q4 		$265K Sell
4,843
-18
-0.4% -$1.01K 0.19% 76
2024
Q3 		$266K Buy
+4,861
New +$257K 0.23% 76

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mainstream Capital Management's SPMD Position: Q1 2025 in Review

Mainstream Capital Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 4,843 shares — an estimated $265K sold.

Mainstream Capital Management first reported a position in SPMD in Q3 2024 and held it in 2 quarters. The position peaked at $266K in Q3 2024. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Mainstream Capital Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Mainstream Capital Management sold 4,843 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $265K.
  • Mainstream Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and held it in 2 quarters.
  • Mainstream Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $266K in Q3 2024.
  • 677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Mainstream Capital Management's 13F filing for Q1 2025, filed 28 Apr 2025.