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

McClarren Financial 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
Q2 		– Sell
-783
Closed -$118K – 264
2025
Q1 		$118K Sell
783
-1,518
-66% -$82.7K 0.08% 93
2024
Q4 		$125K Buy
2,301
+1,164
+102% +$65.5K 0.35% 46
2024
Q3 		$2K Buy
1,137
+932
+455% +$49.3K 0.25% 31
2024
Q2 		$145K Sell
205
-3,393
-94% -$175K 0.1% 86
2024
Q1 		$192K Buy
3,598
+11
+0.3% +$547 0.14% 73
2023
Q4 		$175K Buy
3,587
+15
+0.4% +$668 0.13% 75
2023
Q3 		$155K Buy
3,572
+14
+0.4% +$644 0.14% 77
2023
Q2 		$163K Sell
3,558
-473
-12% -$20.7K 0.13% 78
2023
Q1 		$175K Buy
4,031
+12
+0.3% +$537 0.16% 71
2022
Q4 		$170K Sell
4,019
-110
-3% -$4.67K 0.16% 71
2022
Q3 		$159K Buy
+4,129
New +$175K 0.16% 67
2022
Q2 		– Sell
-5,102
Closed -$240K – 233
2022
Q1 		$240K Buy
5,102
+11
+0.2% +$514 0.17% 54
2021
Q4 		$254K Buy
5,091
+14
+0.3% +$684 0.17% 54
2021
Q3 		$234K Buy
5,077
+26
+0.5% +$1.23K 0.18% 47
2021
Q2 		$237K Buy
5,051
+580
+13% +$27.5K 0.19% 45
2021
Q1 		$204K Sell
4,471
-207
-4% -$9.09K 0.18% 49
2020
Q4 		$189K Buy
+4,678
New +$173K 0.18% 48

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
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

McClarren Financial Advisors's SPMD Position: Q2 2025 in Review

McClarren Financial Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 783 shares — an estimated $118K sold.

McClarren Financial Advisors first reported a position in SPMD in Q4 2020 and held it in 17 quarters. The position peaked at $254K in Q4 2021. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • McClarren Financial Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 783 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $118K.
  • McClarren Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 17 quarters.
  • McClarren Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $254K in Q4 2021.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.