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Synergy Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Synergy Asset Management’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 		– Sell
-11,273
Closed -$624K – 297
2025
Q3 		$624K Buy
11,273
+7,515
+200% +$423K 0.02% 197
2025
Q2 		$204K Buy
+3,758
New +$194K 0.02% 181

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Synergy Asset Management's SPMD Position: Q4 2025 in Review

Synergy Asset Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025, closing a stake of 11,273 shares — an estimated $624K sold.

Synergy Asset Management first reported a position in SPMD in Q2 2025 and held it in 2 quarters. The position peaked at $624K in Q3 2025. 798 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

  • Synergy Asset Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Synergy Asset Management sold 11,273 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $624K.
  • Synergy Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and held it in 2 quarters.
  • Synergy Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $624K in Q3 2025.
  • 798 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.