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

TME Financial’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 		– Sell
-5,468
Closed -$280K – 76
2025
Q1 		$280K Sell
5,468
-28,685
-84% -$1.56M 0.24% 58
2024
Q4 		$1.87M Buy
+34,153
New +$1.92M 1.74% 17

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 $445B AUM 25.58% 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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 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

TME Financial's SPMD Position: Q2 2025 in Review

TME Financial sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 5,468 shares — an estimated $280K sold.

TME Financial first reported a position in SPMD in Q4 2024 and held it in 2 quarters. The position peaked at $1.87M in Q4 2024. 723 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • TME Financial reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • TME Financial sold 5,468 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $280K.
  • TME Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and held it in 2 quarters.
  • TME Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.87M in Q4 2024.
  • 723 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on TME Financial's 13F filing for Q2 2025, filed 5 Aug 2025.