MSWA
SPMD icon

Marshall & Sterling Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-277
Closed -$15.8K – 581
2025
Q3 		$15.8K Sell
277
-440
-61% -$24.8K 0.01% 291
2025
Q2 		$39K Sell
717
-647
-47% -$33.3K 0.03% 190
2025
Q1 		$69.8K Buy
+1,364
New +$74.4K 0.05% 125

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $2.26B AUM 7.02% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SPMD Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025, closing a stake of 277 shares — an estimated $15.8K sold.

Marshall & Sterling Wealth Advisors first reported a position in SPMD in Q1 2025 and held it in 3 quarters. The position peaked at $69.8K in Q1 2025. 798 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 277 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $15.8K.
  • Marshall & Sterling Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $69.8K in Q1 2025.
  • 798 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.