SF
SPMD icon

Safeguard Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Safeguard Financial’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
-4,243
Closed -$232K – 132
2024
Q3 		$232K Buy
+4,243
New +$224K 0.05% 111
2023
Q4 		– Sell
-5,354
Closed -$234K – 83
2023
Q3 		$234K Buy
+5,354
New +$246K 0.11% 63

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 $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $4.84B AUM 25.68% 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 $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Safeguard Financial's SPMD Position: Q4 2024 in Review

Safeguard Financial sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 4,243 shares — an estimated $232K sold.

Safeguard Financial first reported a position in SPMD in Q3 2023 and held it in 2 quarters. The position peaked at $234K in Q3 2023. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

  • Safeguard Financial reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Safeguard Financial sold 4,243 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $232K.
  • Safeguard Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and held it in 2 quarters.
  • Safeguard Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $234K in Q3 2023.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Safeguard Financial's 13F filing for Q4 2024, filed 14 Jan 2025.