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Prairie Sky Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Prairie Sky Financial Group’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 		$1.31M Sell
24,097
-870
-3% -$44.8K 0.72% 22
2025
Q1 		$1.28M Sell
24,967
-1,295
-5% -$70.6K 0.76% 21
2024
Q4 		$1.44M Sell
26,262
-12,322
-32% -$693K 0.88% 19
2024
Q3 		$2.11M Sell
38,584
-182
-0.5% -$9.62K 1.2% 16
2024
Q2 		$1.99M Buy
38,766
+29
+0.1% +$1.5K 1.24% 16
2024
Q1 		$2.07M Sell
38,737
-4,617
-11% -$230K 1.24% 17
2023
Q4 		$2.11M Sell
43,354
-72
-0.2% -$3.21K 1.38% 17
2023
Q3 		$1.9M Sell
43,426
-522
-1% -$24K 1.34% 17
2023
Q2 		$2.02M Buy
+43,948
New +$1.92M 1.37% 16

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Betterment LLC
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LPL Financial
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VA
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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