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

Safe Harbor 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
2025 Q4	$324K	Buy	+5,228	New	+$300K	0.31%	65

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

Morgan Stanley New York $1.89T AUM 35.08% 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

TPSF

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Safe Harbor Wealth Advisors's SPMD Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025: 5,228 shares worth $324K. The stake represents 0.31% of the portfolio and ranks #65 among its holdings.

795 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

Safe Harbor Wealth Advisors held 5,228 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $324K as of Q4 2025.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.31% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #65 holding.
795 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.