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

SPC Financial Inc’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
Q3 		$7.4M Buy
+129,416
New +$7.29M 0.58% 43
2025
Q2 		– Sell
-121,909
Closed -$6.24M – 276
2025
Q1 		$6.24M Buy
121,909
+3,500
+3% +$191K 0.55% 42
2024
Q4 		$6.48M Sell
118,409
-41
-0% -$2.31K 0.56% 41
2024
Q3 		$6.48M Sell
118,450
-162
-0.1% -$8.57K 0.57% 39
2024
Q2 		$6.08M Buy
118,612
+5,902
+5% +$305K 0.56% 38
2024
Q1 		$6.01M Buy
112,710
+4,497
+4% +$224K 0.56% 37
2023
Q4 		$5.27M Buy
108,213
+7,505
+7% +$334K 0.54% 37
2023
Q3 		$4.41M Buy
+100,708
New +$4.63M 0.49% 36
2023
Q2 		– Sell
-80,662
Closed -$3.54M – 219
2023
Q1 		$3.54M Buy
80,662
+3,307
+4% +$148K 0.4% 37
2022
Q4 		$3.29M Buy
77,355
+2,162
+3% +$91.8K 0.39% 44
2022
Q3 		$2.9M Buy
75,193
+2,331
+3% +$98.8K 0.36% 42
2022
Q2 		$2.89M Sell
72,862
-22,868
-24% -$992K 0.36% 42
2022
Q1 		$4.51M Sell
95,730
-15,654
-14% -$732K 0.52% 33
2021
Q4 		$5.54M Buy
111,384
+19,031
+21% +$930K 0.62% 32
2021
Q3 		$4.26M Sell
92,353
-7,075
-7% -$334K 0.53% 35
2021
Q2 		$4.69M Buy
99,428
+29,425
+42% +$1.4M 0.57% 34
2021
Q1 		$3.2M Buy
70,003
+6,056
+9% +$266K 0.42% 41
2020
Q4 		$2.58M Buy
63,947
+5,500
+9% +$204K 0.36% 47
2020
Q3 		$1.91M Buy
+58,447
New +$1.92M 0.33% 50

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 $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

SPC Financial Inc's SPMD Position: Q3 2025 in Review

SPC Financial Inc opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025: 129,416 shares worth $7.4M. The stake represents 0.58% of the portfolio and ranks #43 among its holdings. This is a return to the name: SPC Financial Inc previously reported a position in SPMD as recently as Q1 2025.

SPC Financial Inc first reported a position in SPMD in Q3 2020 and has held it in 19 quarters since. 730 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

  • SPC Financial Inc held 129,416 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.4M as of Q3 2025.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new SPC Financial Inc position in Q3 2025.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.58% of SPC Financial Inc's portfolio in Q3 2025, its #43 holding.
  • SPC Financial Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and has held it in 19 quarters since.
  • 730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.