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

Marshall 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
2025
Q2 		– Sell
-1
Closed -$51 – 195
2025
Q1 		$51 Buy
+1
New +$55 ﹤0.01% 247

Other funds holding SPMD

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Betterment LLC
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LPL Financial
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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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Marshall Investment Management's SPMD Position: Q2 2025 in Review

Marshall Investment Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 1 share — an estimated $51 sold.

Marshall Investment Management first reported a position in SPMD in Q1 2025 and held it in 1 quarter. The position peaked at $51 in Q1 2025. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Marshall Investment Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q2 2025, an estimated $51.
  • Marshall Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and held it in 1 quarter.
  • Marshall Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $51 in Q1 2025.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.