Riggs Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Riggs Asset Management’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 Q3	–	Sell	-867	Closed	-$47.1K	–	755
2025 Q2	$47.1K	Hold	867	–	–	0.01%	170
2025 Q1	$44.4K	Hold	867	–	–	0.01%	165
2024 Q4	$47.3K	Hold	867	–	–	0.01%	147
2024 Q3	$47.4K	Hold	867	–	–	0.01%	154
2024 Q2	$44.5K	Hold	867	–	–	0.01%	147
2024 Q1	$46.2K	Hold	867	–	–	0.01%	141
2023 Q4	$42.2K	Hold	867	–	–	0.01%	145
2023 Q3	$38K	Hold	867	–	–	0.01%	153
2023 Q2	$39.8K	Hold	867	–	–	0.01%	155
2023 Q1	$38.1K	Buy	+867	New	+$38.8K	0.01%	150

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

TPSF

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

Riggs Asset Management's SPMD Position: Q3 2025 in Review

Riggs Asset Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 867 shares — an estimated $47.1K sold.

Riggs Asset Management first reported a position in SPMD in Q1 2023 and held it in 10 quarters. The position peaked at $47.4K in Q3 2024. 734 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

Riggs Asset Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
Riggs Asset Management sold 867 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2025, an estimated $47.1K.
Riggs Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and held it in 10 quarters.
Riggs Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $47.4K in Q3 2024.
734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.