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Rehmann Capital Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Rehmann Capital Advisory 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
Q1 		– Sell
-47,865
Closed -$2.62M – 620
2024
Q4 		$2.62M Buy
47,865
+12,642
+36% +$711K 0.17% 101
2024
Q3 		$1.93M Buy
35,223
+3,150
+10% +$167K 0.13% 128
2024
Q2 		$1.65M Buy
32,073
+5,772
+22% +$298K 0.12% 142
2024
Q1 		$1.4M Buy
26,301
+5,617
+27% +$279K 0.1% 153
2023
Q4 		$1.01M Buy
20,684
+1,884
+10% +$83.9K 0.08% 191
2023
Q3 		$819K Buy
18,800
+1,348
+8% +$62K 0.08% 202
2023
Q2 		$799K Buy
+17,452
New +$762K 0.07% 220
2020
Q2 		– Sell
-10,413
Closed -$272K – 441
2020
Q1 		$272K Buy
+10,413
New +$341K 0.04% 304
2019
Q3 		– Sell
-2,324
Closed -$79.2K – 2062
2019
Q2 		$79.2K Buy
2,324
+1,438
+162% +$48.4K 0.01% 687
2019
Q1 		$29.5K Sell
886
-434
-33% -$14.2K ﹤0.01% 989
2018
Q4 		$38.8K Buy
+1,320
New +$43K 0.01% 669

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $2.26B AUM 7.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rehmann Capital Advisory Group's SPMD Position: Q1 2025 in Review

Rehmann Capital Advisory Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 47,865 shares — an estimated $2.62M sold.

Rehmann Capital Advisory Group first reported a position in SPMD in Q4 2018 and held it in 11 quarters. The position peaked at $2.62M in Q4 2024. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Rehmann Capital Advisory Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 47,865 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $2.62M.
  • Rehmann Capital Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 11 quarters.
  • Rehmann Capital Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.62M in Q4 2024.
  • 677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2025, filed 30 Apr 2025.