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

Prime Capital Investment 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
Q4 		– Sell
-4,782
Closed -$273K – 1096
2025
Q3 		$273K Buy
4,782
+2
+0% +$113 ﹤0.01% 829
2025
Q2 		$260K Sell
4,780
-2,944
-38% -$152K ﹤0.01% 810
2025
Q1 		$395K Buy
7,724
+1,259
+19% +$68.6K ﹤0.01% 740
2024
Q4 		$354K Buy
6,465
+1,765
+38% +$99.3K 0.01% 665
2024
Q3 		$257K Sell
4,700
-981
-17% -$51.9K ﹤0.01% 784
2024
Q2 		$291K Sell
5,681
-1,688
-23% -$87.1K ﹤0.01% 731
2024
Q1 		$393K Sell
7,369
-340
-4% -$16.9K 0.01% 693
2023
Q4 		$376K Buy
7,709
+1,261
+20% +$56.2K 0.01% 668
2023
Q3 		$282K Buy
6,448
+817
+15% +$37.6K 0.01% 601
2023
Q2 		$258K Buy
+5,631
New +$246K 0.01% 644
2023
Q1 		– Sell
-5,621
Closed -$239K – 646
2022
Q4 		$239K Buy
+5,621
New +$239K 0.01% 459

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Prime Capital Investment Advisors's SPMD Position: Q4 2025 in Review

Prime Capital Investment Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025, closing a stake of 4,782 shares — an estimated $273K sold.

Prime Capital Investment Advisors first reported a position in SPMD in Q4 2022 and held it in 11 quarters. The position peaked at $395K in Q1 2025. 794 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

  • Prime Capital Investment Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 4,782 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $273K.
  • Prime Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and held it in 11 quarters.
  • Prime Capital Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $395K in Q1 2025.
  • 794 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.