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

NewSquare Capital’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
-10
Closed -$544 – 1086
2025
Q2 		$544 Hold
10
– – ﹤0.01% 1134
2025
Q1 		$512 Sell
10
-70
-88% -$3.82K ﹤0.01% 1021
2024
Q4 		$4.38K Buy
+80
New +$4.5K ﹤0.01% 384
2024
Q3 		– Sell
-64
Closed -$3.28K – 381
2024
Q2 		$3.28K Hold
64
– – ﹤0.01% 274
2024
Q1 		$3.41K Sell
64
-5
-7% -$249 ﹤0.01% 319
2023
Q4 		$3.36K Sell
69
-194
-74% -$8.64K ﹤0.01% 352
2023
Q3 		$11.5K Buy
263
+5
+2% +$230 ﹤0.01% 296
2023
Q2 		$11.8K Hold
258
– – ﹤0.01% 321
2023
Q1 		$11.3K Buy
+258
New +$11.5K ﹤0.01% 340
2022
Q4 		– Sell
-258
Closed -$10K – 872
2022
Q3 		$10K Sell
258
-2,635
-91% -$112K ﹤0.01% 254
2022
Q2 		$115K Hold
2,893
– – 0.01% 163
2022
Q1 		$136K Buy
+2,893
New +$135K 0.01% 173

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

NewSquare Capital's SPMD Position: Q3 2025 in Review

NewSquare Capital sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 10 shares — an estimated $544 sold.

NewSquare Capital first reported a position in SPMD in Q1 2022 and held it in 12 quarters. The position peaked at $136K in Q1 2022. 734 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

  • NewSquare Capital reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 10 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2025, an estimated $544.
  • NewSquare Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and held it in 12 quarters.
  • NewSquare Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $136K in Q1 2022.
  • 734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.