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

MorganRosel 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
2025
Q3 		– Sell
-500
Closed -$27.2K – 316
2025
Q2 		$27.2K Hold
500
– – 0.01% 218
2025
Q1 		$25.6K Buy
+500
New +$27.3K 0.01% 207

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Creative Planning
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

MorganRosel Wealth Management's SPMD Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 500 shares — an estimated $27.2K sold.

MorganRosel Wealth Management first reported a position in SPMD in Q1 2025 and held it in 2 quarters. The position peaked at $27.2K in Q2 2025. 734 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 500 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2025, an estimated $27.2K.
  • MorganRosel Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $27.2K in Q2 2025.
  • 734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.