Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Pathstone Holdings’s
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
Stock Holding History
Pathstone Holdings’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
2026
Q1
$9.8M
Buy
165,486
+1,900
+1%
+$116K
0.04%
353
2025
Q4
$9.47M
Buy
163,586
+1,275
+0.8%
+$73.2K
0.04%
356
2025
Q3
$9.28M
Buy
162,311
+2,255
+1%
+$127K
0.04%
360
2025
Q2
$8.7M
Sell
160,056
-395
-0.2%
-$20.3K
0.03%
368
2025
Q1
$8.21M
Sell
160,451
-4,655
-3%
-$254K
0.04%
402
2024
Q4
$9.03M
Hold
165,106
–
–
0.04%
348
2024
Q3
$9.03M
Hold
165,106
–
–
0.04%
364
2024
Q2
$8.47M
Hold
165,106
–
–
0.04%
355
2024
Q1
$8.81M
Sell
165,106
-5,121
-3%
-$255K
0.04%
332
2023
Q4
$8.29M
Buy
+170,227
New
+$7.58M
0.05%
296
Other funds holding SPMD
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AG
AlTi Global
New York
$4.6B AUM
22.54%
1-Year Est. Return
FWI
Facet Wealth Inc
Baltimore, Maryland
$5.77B AUM
14.56%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close