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Moors & Cabot’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Moors & Cabot’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
Q1 		– Sell
-24,944
Closed -$1.36M – 916
2024
Q4 		$1.36M Buy
24,944
+3,184
+15% +$179K 0.06% 263
2024
Q3 		$1.19M Buy
21,760
+535
+3% +$28.3K 0.06% 293
2024
Q2 		$1.09M Buy
21,225
+641
+3% +$33.1K 0.06% 285
2024
Q1 		$1.1M Buy
20,584
+16,309
+381% +$811K 0.06% 287
2023
Q4 		$208K Buy
+4,275
New +$190K 0.01% 736

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moors & Cabot's SPMD Position: Q1 2025 in Review

Moors & Cabot sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 24,944 shares — an estimated $1.36M sold.

Moors & Cabot first reported a position in SPMD in Q4 2023 and held it in 5 quarters. The position peaked at $1.36M in Q4 2024. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Moors & Cabot reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Moors & Cabot sold 24,944 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $1.36M.
  • Moors & Cabot first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and held it in 5 quarters.
  • Moors & Cabot's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.36M in Q4 2024.
  • 677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Moors & Cabot's 13F filing for Q1 2025, filed 8 May 2025.