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

Planning Directions’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 		– Sell
-6,534
Closed -$334K – 111
2025
Q1 		$334K Buy
+6,534
New +$356K 0.14% 87

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

Planning Directions's SPMD Position: Q2 2025 in Review

Planning Directions sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 6,534 shares — an estimated $334K sold.

Planning Directions first reported a position in SPMD in Q1 2025 and held it in 1 quarter. The position peaked at $334K in Q1 2025. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Planning Directions reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Planning Directions sold 6,534 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $334K.
  • Planning Directions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and held it in 1 quarter.
  • Planning Directions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $334K in Q1 2025.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.