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Provenance Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Provenance Wealth 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
2024
Q4 		– Sell
-72
Closed -$3.94K – 591
2024
Q3 		$3.94K Buy
+72
New +$3.81K ﹤0.01% 414

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
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Provenance Wealth Advisors's SPMD Position: Q4 2024 in Review

Provenance Wealth Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 72 shares — an estimated $3.94K sold.

Provenance Wealth Advisors first reported a position in SPMD in Q3 2024 and held it in 1 quarter. The position peaked at $3.94K in Q3 2024. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

  • Provenance Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 72 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $3.94K.
  • Provenance Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and held it in 1 quarter.
  • Provenance Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.94K in Q3 2024.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Provenance Wealth Advisors's 13F filing for Q4 2024, filed 15 Aug 2025.