MWM
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Merriman Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Merriman Wealth 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
2024
Q4 		– Sell
-3,869
Closed -$212K – 225
2024
Q3 		$212K Buy
+3,869
New +$205K 0.01% 204
2023
Q1 		– Sell
-127,248
Closed -$5.41M – 216
2022
Q4 		$5.41M Buy
+127,248
New +$5.4M 0.28% 46
2022
Q1 		– Sell
-134,968
Closed -$6.71M – 230
2021
Q4 		$6.71M Buy
+134,968
New +$6.59M 0.49% 36

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

Merriman Wealth Management's SPMD Position: Q4 2024 in Review

Merriman Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 3,869 shares — an estimated $212K sold.

Merriman Wealth Management first reported a position in SPMD in Q4 2021 and held it in 3 quarters. The position peaked at $6.71M in Q4 2021. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

  • Merriman Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 3,869 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $212K.
  • Merriman Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 3 quarters.
  • Merriman Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6.71M in Q4 2021.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.