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

Pineridge 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
Q3 		– Sell
-681
Closed -$37K – 566
2025
Q2 		$37K Buy
+681
New +$35.1K 0.01% 122
2025
Q1 		– Sell
-2,258
Closed -$123K – 658
2024
Q4 		$123K Buy
2,258
+9
+0.4% +$506 0.05% 83
2024
Q3 		$123K Buy
2,249
+8
+0.4% +$423 0.05% 87
2024
Q2 		$115K Buy
+2,241
New +$116K 0.04% 91

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $2.7B AUM 6.73% 1-Year Est. Return

Pineridge Advisors's SPMD Position: Q3 2025 in Review

Pineridge Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 681 shares — an estimated $37K sold.

Pineridge Advisors first reported a position in SPMD in Q2 2024 and held it in 4 quarters. The position peaked at $123K in Q4 2024. 730 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

  • Pineridge Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Pineridge Advisors sold 681 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2025, an estimated $37K.
  • Pineridge Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and held it in 4 quarters.
  • Pineridge Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $123K in Q4 2024.
  • 730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.