TIM
SPMD icon

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

Tortoise Investment 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
-87
Closed -$4.98K – 1265
2025
Q3 		$4.98K Buy
+87
New +$4.9K ﹤0.01% 699
2025
Q2 		– Sell
-4
Closed -$205 – 1317
2025
Q1 		$205 Hold
4
– – ﹤0.01% 800
2024
Q4 		$219 Hold
4
– – ﹤0.01% 845
2024
Q3 		$219 Buy
+4
New +$212 ﹤0.01% 856
2023
Q4 		– Sell
-189
Closed -$8.28K – 817
2023
Q3 		$8.28K Buy
+189
New +$8.69K ﹤0.01% 583
2014
Q4 		– Sell
-2,700
Closed -$74K – 487
2014
Q3 		$74K Hold
2,700
– – 0.03% 176
2014
Q2 		$78K Hold
2,700
– – 0.03% 177
2014
Q1 		$76K Buy
2,700
+1,200
+80% +$33.2K 0.04% 165
2013
Q4 		$41K Hold
1,500
– – 0.02% 190
2013
Q3 		$42K Buy
+1,500
New +$40.5K 0.03% 160

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 22.96% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Tortoise Investment Management's SPMD Position: Q4 2025 in Review

Tortoise Investment Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025, closing a stake of 87 shares — an estimated $4.98K sold.

Tortoise Investment Management first reported a position in SPMD in Q3 2013 and held it in 10 quarters. The position peaked at $78K in Q2 2014. 796 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

  • Tortoise Investment 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.
  • Tortoise Investment Management sold 87 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $4.98K.
  • Tortoise Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2013 and held it in 10 quarters.
  • Tortoise Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $78K in Q2 2014.
  • 796 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.