OPS
SPMD icon

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

Orion Portfolio 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
Q1 		$9.45M Sell
184,614
-2,212
-1% -$121K 0.09% 213
2024
Q4 		$10.2M Buy
186,826
+561
+0.3% +$31.6K 0.1% 192
2024
Q3 		$10.2M Sell
186,265
-5,539
-3% -$293K 0.1% 197
2024
Q2 		$9.84M Sell
191,804
-7,001
-4% -$361K 0.1% 190
2024
Q1 		$10.6M Buy
198,805
+140,833
+243% +$7M 0.11% 184
2023
Q4 		$2.79M Buy
57,972
+27,380
+90% +$1.22M 0.03% 475
2023
Q3 		$1.34M Sell
30,592
-14,753
-33% -$678K 0.02% 792
2023
Q2 		$2.08M Buy
45,345
+13,188
+41% +$576K 0.02% 633
2023
Q1 		$1.41M Buy
32,157
+16,340
+103% +$731K 0.02% 734
2022
Q4 		$672K Buy
15,817
+537
+4% +$22.8K 0.02% 410
2022
Q3 		$589K Buy
15,280
+706
+5% +$29.9K 0.02% 376
2022
Q2 		$578K Buy
14,574
+1,220
+9% +$52.9K 0.02% 364
2022
Q1 		$630K Buy
13,354
+2,842
+27% +$133K 0.02% 368
2021
Q4 		$523K Buy
10,512
+4,864
+86% +$238K 0.02% 416
2021
Q3 		$261K Buy
5,648
+1,103
+24% +$52.1K 0.01% 561
2021
Q2 		$215K Buy
+4,545
New +$216K 0.01% 576
2020
Q3 		– Sell
-21
Closed -$1K – 1812
2020
Q2 		$1K Hold
21
– – ﹤0.01% 2078
2020
Q1 		$1K Hold
21
– – ﹤0.01% 1808
2019
Q4 		$1K Buy
+21
New +$732 ﹤0.01% 1728

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 $2.26B AUM 7.02% 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

Orion Portfolio Solutions's SPMD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.2% in Q1 2025, selling an estimated $121K and leaving 184,614 shares worth $9.45M. The position accounts for 0.09% of the portfolio, ranked #213.

Orion Portfolio Solutions first reported a position in SPMD in Q4 2019 and has held it in 19 quarters since. The position peaked at $10.6M in Q1 2024. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Orion Portfolio Solutions held 184,614 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $9.45M as of Q1 2025.
  • Orion Portfolio Solutions sold 2,212 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $121K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of Orion Portfolio Solutions's portfolio in Q1 2025, its #213 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 19 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $10.6M in Q1 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 Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.