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

SouthState Corp’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
-5,160
Closed -$282K – 695
2024
Q3 		$282K Hold
5,160
– – 0.02% 234
2024
Q2 		$265K Buy
+5,160
New +$266K 0.02% 234
2023
Q3 		– Sell
-330
Closed -$15.1K – 678
2023
Q2 		$15.1K Hold
330
– – ﹤0.01% 442
2023
Q1 		$14.5K Hold
330
– – ﹤0.01% 471
2022
Q4 		$14K Hold
330
– – ﹤0.01% 518
2022
Q3 		$13K Hold
330
– – ﹤0.01% 509
2022
Q2 		$13K Hold
330
– – ﹤0.01% 559
2022
Q1 		$16K Buy
+330
New +$15.4K ﹤0.01% 565

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $104B AUM 28.3% 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 $1.89T AUM 35.08% 1-Year Est. Return

SouthState Corp's SPMD Position: Q4 2024 in Review

SouthState Corp sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 5,160 shares — an estimated $282K sold.

SouthState Corp first reported a position in SPMD in Q1 2022 and held it in 8 quarters. The position peaked at $282K in Q3 2024. 684 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

  • SouthState Corp reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • SouthState Corp sold 5,160 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $282K.
  • SouthState Corp first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and held it in 8 quarters.
  • SouthState Corp's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $282K in Q3 2024.
  • 684 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on SouthState Corp's 13F filing for Q4 2024, filed 10 Feb 2025.