TPSF
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Texas Permanent School Fund’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Texas Permanent School Fund’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
2026
Q1 		$30.9M Sell
521,398
-2,472,885
-83% -$151M 1.14% 5
2025
Q4 		$173M Buy
2,994,283
+12,240
+0.4% +$703K 7.93% 3
2025
Q3 		$171M Hold
2,982,043
– – 5.56% 3
2025
Q2 		$162M Buy
2,982,043
+7,791
+0.3% +$401K 5.45% 3
2025
Q1 		$152M Hold
2,974,252
– – 5.42% 3
2024
Q4 		$163M Buy
2,974,252
+1,979,981
+199% +$111M 9.54% 2
2024
Q3 		$54.4M Buy
+994,271
New +$52.6M 9.1% 3
2024
Q2 		– Sell
-250,717
Closed -$13.4M – 1216
2024
Q1 		$13.4M Sell
250,717
-205,843
-45% -$10.2M 0.11% 157
2023
Q4 		$22.2M Buy
456,560
+26,344
+6% +$1.17M 0.19% 79
2023
Q3 		$18.8M Buy
430,216
+37,373
+10% +$1.72M 0.18% 85
2023
Q2 		$18M Buy
+392,843
New +$17.2M 0.17% 94

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Texas Permanent School Fund's SPMD Position: Q1 2026 in Review

Texas Permanent School Fund reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 83% in Q1 2026, selling an estimated $151M and leaving 521,398 shares worth $30.9M. The position accounts for 1.14% of the portfolio, ranked #5.

Texas Permanent School Fund first reported a position in SPMD in Q2 2023 and has held it in 11 quarters since. The position peaked at $173M in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Texas Permanent School Fund held 521,398 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $30.9M as of Q1 2026.
  • Texas Permanent School Fund sold 2,472,885 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $151M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.14% of Texas Permanent School Fund's portfolio in Q1 2026, its #5 holding.
  • Texas Permanent School Fund first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 11 quarters since.
  • Texas Permanent School Fund's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $173M in Q4 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Texas Permanent School Fund's 13F filing for Q1 2026, filed 15 May 2026.