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

SageView 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 Q4	$124K	Sell	2,140 -3,000	-58%	-$172K	﹤0.01%	758
2025 Q3	$294K	Buy	5,140 +105	+2%	+$5.92K	0.01%	524
2025 Q2	$283K	Sell	5,035 -1,631	-24%	-$84K	0.01%	510
2025 Q1	$341K	Sell	6,666 -336	-5%	-$18.3K	0.01%	435
2024 Q4	$383K	Buy	+7,002	New	+$394K	0.02%	389
2024 Q3	–	Sell	-5,843	Closed	-$300K	–	566
2024 Q2	$300K	Buy	+5,843	New	+$301K	0.01%	430
2024 Q1	–	Sell	-5,890	Closed	-$287K	–	774
2023 Q4	$287K	Buy	+5,890	New	+$262K	0.01%	524

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 $2.26B AUM 7.02% 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 $6.98B AUM 18.78% 1-Year Est. Return

SageView Advisory Group's SPMD Position: Q4 2025 in Review

SageView Advisory Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 58% in Q4 2025, selling an estimated $172K and leaving 2,140 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

SageView Advisory Group first reported a position in SPMD in Q4 2023 and has held it in 7 quarters since. The position peaked at $383K in Q4 2024. 793 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

SageView Advisory Group held 2,140 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $124K as of Q4 2025.
SageView Advisory Group sold 3,000 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $172K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #758 holding.
SageView Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 7 quarters since.
SageView Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $383K in Q4 2024.
793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.