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PFA
Professional Financial Advisors’s
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
Stock Holding History
Professional Financial 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
2026
Q1
–
Sell
-3,516
Closed
-$204K
–
146
2025
Q4
$204K
Buy
+3,516
New
+$202K
0.04%
130
2022
Q4
–
Sell
-2,072
Closed
-$80K
–
394
2022
Q3
$80K
Buy
2,072
+94
+5%
+$3.99K
0.05%
115
2022
Q2
$78K
Buy
1,978
+1,026
+108%
+$44.5K
0.04%
118
2022
Q1
$45K
Buy
952
+4
+0.4%
+$187
0.02%
151
2021
Q4
$47K
Sell
948
-61
-6%
-$2.98K
0.02%
173
2021
Q3
$47K
Buy
1,009
+69
+7%
+$3.26K
0.03%
142
2021
Q2
$44K
Buy
940
+3
+0.3%
+$142
0.02%
150
2021
Q1
$43K
Buy
937
+638
+213%
+$28K
0.03%
136
2020
Q4
$12K
Buy
299
+1
+0.3%
+$37
0.01%
232
2020
Q3
$10K
Buy
+298
New
+$9.79K
0.01%
225
Other funds holding SPMD
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AG
AlTi Global
New York
$4.6B AUM
22.54%
1-Year Est. Return
FWI
Facet Wealth Inc
Baltimore, Maryland
$5.77B AUM
14.56%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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