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

Running Point Capital 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	$1.33K	Hold	23	–	–	﹤0.01%	184
2025 Q3	$1.31K	Hold	23	–	–	﹤0.01%	189
2025 Q2	$1.25K	Hold	23	–	–	﹤0.01%	180
2025 Q1	$1.18K	Hold	23	–	–	﹤0.01%	177
2024 Q4	$1.26K	Hold	23	–	–	﹤0.01%	158
2024 Q3	$1.26K	Hold	23	–	–	﹤0.01%	146
2024 Q2	$1.18K	Hold	23	–	–	﹤0.01%	138
2024 Q1	$1.23K	Sell	23 -19	-45%	-$945	﹤0.01%	137
2023 Q4	$2.05K	Sell	42 -19	-31%	-$846	﹤0.01%	150
2023 Q3	$2.67K	Buy	61 +38	+165%	+$1.75K	﹤0.01%	138
2023 Q2	$1.05K	Buy	+23	New	+$1K	﹤0.01%	143
2022 Q1	–	Sell	-2,437	Closed	-$121K	–	227
2021 Q4	$121K	Sell	2,437 -34,637	-93%	-$1.69M	0.07%	83
2021 Q3	$1.71M	Hold	37,074	–	–	0.76%	29
2021 Q2	$1.75M	Buy	37,074 +4	+0%	+$190	0.8%	30
2021 Q1	$1.7M	Buy	37,070 +3	+0%	+$132	0.94%	25
2020 Q4	$1.5M	Buy	+37,067	New	+$1.37M	0.88%	27

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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Running Point Capital Advisors's SPMD Position: Q4 2025 in Review

Running Point Capital Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q4 2025 at 23 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Running Point Capital Advisors first reported a position in SPMD in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.75M in Q2 2021. 793 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

Running Point Capital Advisors held 23 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.33K as of Q4 2025.
Running Point Capital Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q4 2025.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #184 holding.
Running Point Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 16 quarters since.
Running Point Capital Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.75M in Q2 2021.
793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.