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

TownSquare Capital’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
-236,256
Closed -$12.1M – 1461
2025
Q1 		$12.1M Buy
236,256
+2,506
+1% +$137K 0.13% 154
2024
Q4 		$12.8M Sell
233,750
-2,340
-1% -$132K 0.14% 127
2024
Q3 		$12.9M Buy
236,090
+45,958
+24% +$2.43M 0.15% 121
2024
Q2 		$9.75M Sell
190,132
-64,912
-25% -$3.35M 0.13% 145
2024
Q1 		$13.6M Buy
255,044
+32,889
+15% +$1.64M 0.2% 104
2023
Q4 		$10.8M Buy
222,155
+46,062
+26% +$2.05M 0.19% 107
2023
Q3 		$7.71M Sell
176,093
-10,770
-6% -$495K 0.14% 142
2023
Q2 		$8.58M Sell
186,863
-2,892
-2% -$126K 0.16% 131
2023
Q1 		$8.34M Sell
189,755
-5,721
-3% -$256K 0.18% 102
2022
Q4 		$8.31M Buy
195,476
+8,668
+5% +$368K 0.21% 98
2022
Q3 		$7.2M Buy
186,808
+5,730
+3% +$243K 0.21% 92
2022
Q2 		$7.19M Sell
181,078
-5,464
-3% -$237K 0.2% 91
2022
Q1 		$8.8M Sell
186,542
-230
-0.1% -$10.8K 0.22% 81
2021
Q4 		$9.29M Buy
186,772
+2,782
+2% +$136K 0.23% 80
2021
Q3 		$8.49M Buy
183,990
+10,676
+6% +$504K 0.24% 80
2021
Q2 		$8.13M Buy
173,314
+14,221
+9% +$675K 0.26% 74
2021
Q1 		$7.28M Buy
159,093
+12,048
+8% +$529K 0.28% 71
2020
Q4 		$5.94M Buy
147,045
+10,830
+8% +$402K 0.26% 80
2020
Q3 		$4.63M Buy
136,215
+13,508
+11% +$444K 0.27% 76
2020
Q2 		$3.78M Sell
122,707
-1,208
-1% -$35.3K 0.26% 78
2020
Q1 		$3.46M Buy
123,915
+38,117
+44% +$1.25M 0.28% 69
2019
Q4 		$3.11M Buy
85,798
+8,722
+11% +$304K 0.25% 83
2019
Q3 		$2.7M Buy
77,076
+3,062
+4% +$103K 0.22% 90
2019
Q2 		$2.48M Buy
74,014
+30,221
+69% +$1.02M 0.24% 84
2019
Q1 		$1.46M Buy
43,793
+13,161
+43% +$430K 0.11% 138
2018
Q4 		$1.01M Buy
+30,632
New +$997K 0.13% 139

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
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 $104B AUM 28.3% 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 $1.89T AUM 35.08% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

TownSquare Capital's SPMD Position: Q2 2025 in Review

TownSquare Capital sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 236,256 shares — an estimated $12.1M sold.

TownSquare Capital first reported a position in SPMD in Q4 2018 and held it in 26 quarters. The position peaked at $13.6M in Q1 2024. 724 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • TownSquare Capital reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 236,256 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $12.1M.
  • TownSquare Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 26 quarters.
  • TownSquare Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $13.6M in Q1 2024.
  • 724 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.