ME
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McIlrath & Eck’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

McIlrath & Eck’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 		– Sell
-84
Closed -$4.59K – 1023
2024
Q3 		$4.59K Hold
84
– – ﹤0.01% 758
2024
Q2 		$4.31K Hold
84
– – ﹤0.01% 739
2024
Q1 		$4.48K Buy
+84
New +$4.18K ﹤0.01% 742

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
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
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McIlrath & Eck's SPMD Position: Q4 2024 in Review

McIlrath & Eck sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 84 shares — an estimated $4.59K sold.

McIlrath & Eck first reported a position in SPMD in Q1 2024 and held it in 3 quarters. The position peaked at $4.59K in Q3 2024. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

  • McIlrath & Eck reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • McIlrath & Eck sold 84 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $4.59K.
  • McIlrath & Eck first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and held it in 3 quarters.
  • McIlrath & Eck's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.59K in Q3 2024.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on McIlrath & Eck's 13F filing for Q4 2024, filed 18 Feb 2025.