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

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Prairie Sky Financial Group's SPMD Position: Q2 2025 in Review

Prairie Sky Financial Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.5% in Q2 2025, selling an estimated $44.8K and leaving 24,097 shares worth $1.31M. The position accounts for 0.72% of the portfolio, ranked #22.

Prairie Sky Financial Group first reported a position in SPMD in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.11M in Q4 2023. 724 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

Prairie Sky Financial Group held 24,097 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.31M as of Q2 2025.
Prairie Sky Financial Group sold 870 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $44.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.72% of Prairie Sky Financial Group's portfolio in Q2 2025, its #22 holding.
Prairie Sky Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 9 quarters since.
Prairie Sky Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.11M in Q4 2023.
724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Prairie Sky Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.