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

TFG Advisers’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
Q2 		$504K Buy
9,275
+332
+4% +$17.1K 0.17% 135
2025
Q1 		$458K Buy
8,943
+254
+3% +$13.8K 0.17% 138
2024
Q4 		$475K Buy
8,689
+970
+13% +$54.6K 0.17% 134
2024
Q3 		$422K Sell
7,719
-22
-0.3% -$1.16K 0.15% 142
2024
Q2 		$397K Buy
7,741
+336
+5% +$17.3K 0.15% 141
2024
Q1 		$395K Buy
7,405
+816
+12% +$40.6K 0.15% 140
2023
Q4 		$321K Buy
6,589
+989
+18% +$44.1K 0.13% 148
2023
Q3 		$245K Buy
5,600
+295
+6% +$13.6K 0.12% 165
2023
Q2 		$243K Buy
5,305
+237
+5% +$10.4K 0.11% 174
2023
Q1 		$223K Buy
5,068
+148
+3% +$6.62K 0.11% 183
2022
Q4 		$209K Buy
+4,920
New +$209K 0.11% 186
2022
Q2 		– Sell
-4,606
Closed -$217K – 203
2022
Q1 		$217K Buy
4,606
+261
+6% +$12.2K 0.1% 192
2021
Q4 		$216K Buy
4,345
+6
+0.1% +$293 0.09% 200
2021
Q3 		$200K Buy
+4,339
New +$205K 0.1% 192
2020
Q1 		– Sell
-3,127
Closed -$113K – 398
2019
Q4 		$113K Buy
+3,127
New +$109K 0.06% 215

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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

TFG Advisers's SPMD Position: Q2 2025 in Review

TFG Advisers increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.7% in Q2 2025, buying an estimated $17.1K and bringing the position to 9,275 shares worth $504K. The position accounts for 0.17% of the portfolio, ranked #135.

TFG Advisers first reported a position in SPMD in Q4 2019 and has held it in 15 quarters since. 722 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • TFG Advisers held 9,275 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $504K as of Q2 2025.
  • TFG Advisers bought 332 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $17.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.17% of TFG Advisers's portfolio in Q2 2025, its #135 holding.
  • TFG Advisers first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 15 quarters since.
  • 722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.