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

Simplex Trading’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 Q2	–	Sell	-76	Closed	-$3K	–	9672
2025 Q1	$3K	Buy	76 +9	+13%	+$491	﹤0.01%	7880
2024 Q4	$3K	Buy	+67	New	+$3.77K	﹤0.01%	7928
2023 Q3	–	Sell	-63	Closed	-$2K	–	9752
2023 Q2	$2K	Sell	63 -553	-90%	-$24.2K	﹤0.01%	8480
2023 Q1	$27K	Buy	+616	New	+$27.6K	﹤0.01%	6603
2021 Q4	–	Sell	-250	Closed	-$11K	–	11365
2021 Q3	$11K	Hold	250	–	–	﹤0.01%	8884
2021 Q2	$11K	Buy	+250	New	+$11.9K	﹤0.01%	9049

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TPSF

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

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

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Simplex Trading's SPMD Position: Q2 2025 in Review

Simplex Trading sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 76 shares — an estimated $3K sold.

Simplex Trading first reported a position in SPMD in Q2 2021 and held it in 6 quarters. The position peaked at $27K in Q1 2023. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

Simplex Trading reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
Simplex Trading sold 76 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $3K.
Simplex Trading first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and held it in 6 quarters.
Simplex Trading's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $27K in Q1 2023.
722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.