Tallon Kerry Patrick’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Tallon Kerry Patrick’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	$2.35M	Buy	+43,143	New	+$2.43M	2.26%	12

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Tallon Kerry Patrick's SPMD Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024: 43,143 shares worth $2.35M. The stake represents 2.26% of the portfolio and ranks #12 among its holdings.

683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

Tallon Kerry Patrick held 43,143 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.35M as of Q4 2024.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Tallon Kerry Patrick position in Q4 2024.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.26% of Tallon Kerry Patrick's portfolio in Q4 2024, its #12 holding.
683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.