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My Legacy Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

My Legacy Advisors’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 		$202K Buy
+3,597
New +$185K 0.07% 206
2025
Q1 		– Sell
-3,831
Closed -$215K – 209
2024
Q4 		$215K Sell
3,831
-242
-6% -$13.6K 0.08% 194
2024
Q3 		$223K Buy
+4,073
New +$215K 0.09% 188

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

My Legacy Advisors's SPMD Position: Q2 2025 in Review

My Legacy Advisors opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025: 3,597 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #206 among its holdings. This is a return to the name: My Legacy Advisors previously reported a position in SPMD as recently as Q4 2024.

My Legacy Advisors first reported a position in SPMD in Q3 2024 and has held it in 3 quarters since. The position peaked at $223K in Q3 2024. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • My Legacy Advisors held 3,597 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $202K as of Q2 2025.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new My Legacy Advisors position in Q2 2025.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of My Legacy Advisors's portfolio in Q2 2025, its #206 holding.
  • My Legacy Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • My Legacy Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $223K in Q3 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 My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.