MAS
SPMD icon

MPWM Advisory Solutions’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

MPWM Advisory Solutions’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
-42
Closed -$2.15K – 725
2025
Q1 		$2.15K Hold
42
– – ﹤0.01% 449
2024
Q4 		$2.3K Buy
+42
New +$2.36K ﹤0.01% 454

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 $2.7B AUM 6.73% 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

MPWM Advisory Solutions's SPMD Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 42 shares — an estimated $2.15K sold.

MPWM Advisory Solutions first reported a position in SPMD in Q4 2024 and held it in 2 quarters. The position peaked at $2.3K in Q4 2024. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 42 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $2.15K.
  • MPWM Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.3K in Q4 2024.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.