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Moloney Securities Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Moloney Securities Asset 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
-3,946
Closed -$202K – 521
2025
Q1 		$202K Buy
3,946
+12
+0.3% +$654 0.03% 434
2024
Q4 		$215K Buy
3,934
+3
+0.1% +$169 0.03% 404
2024
Q3 		$215K Sell
3,931
-213
-5% -$11.3K 0.03% 428
2024
Q2 		$213K Sell
4,144
-651
-14% -$33.6K 0.03% 414
2024
Q1 		$256K Buy
4,795
+4
+0.1% +$199 0.04% 366
2023
Q4 		$233K Buy
4,791
+6
+0.1% +$267 0.04% 378
2023
Q3 		$210K Sell
4,785
-69
-1% -$3.17K 0.04% 373
2023
Q2 		$223K Buy
4,854
+7
+0.1% +$306 0.04% 361
2023
Q1 		$213K Buy
4,847
+6
+0.1% +$269 0.04% 370
2022
Q4 		$206K Buy
+4,841
New +$206K 0.05% 359
2022
Q2 		– Sell
-4,861
Closed -$229K – 421
2022
Q1 		$229K Buy
4,861
+5
+0.1% +$234 0.04% 360
2021
Q4 		$242K Buy
4,856
+3
+0.1% +$147 0.04% 369
2021
Q3 		$224K Buy
4,853
+8
+0.2% +$378 0.04% 373
2021
Q2 		$229K Buy
4,845
+6
+0.1% +$285 0.04% 372
2021
Q1 		$221K Buy
+4,839
New +$212K 0.04% 358
2020
Q1 		– Sell
-16,037
Closed -$581K – 347
2019
Q4 		$581K Buy
16,037
+1,888
+13% +$65.8K 0.18% 148
2019
Q3 		$480K Buy
14,149
+62
+0.4% +$2.09K 0.16% 157
2019
Q2 		$480K Sell
14,087
-380
-3% -$12.8K 0.16% 158
2019
Q1 		$482K Buy
14,467
+3,590
+33% +$117K 0.17% 157
2018
Q4 		$320K Sell
10,877
-35,666
-77% -$1.16M 0.13% 187
2018
Q3 		$1.68M Buy
46,543
+35,829
+334% +$1.3M 0.58% 42
2018
Q2 		$374K Buy
10,714
+3,046
+40% +$105K 0.14% 181
2018
Q1 		$254K Buy
+7,668
New +$258K 0.1% 234

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 $2.26B AUM 7.02% 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

Moloney Securities Asset Management's SPMD Position: Q2 2025 in Review

Moloney Securities Asset Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 3,946 shares — an estimated $202K sold.

Moloney Securities Asset Management first reported a position in SPMD in Q1 2018 and held it in 23 quarters. The position peaked at $1.68M in Q3 2018. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Moloney Securities Asset 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.
  • Moloney Securities Asset Management sold 3,946 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $202K.
  • Moloney Securities Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and held it in 23 quarters.
  • Moloney Securities Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.68M in Q3 2018.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Moloney Securities Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.