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

Trexquant Investment’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	-4,170	Closed	-$238K	–	1911
2025 Q3	$238K	Buy	+4,170	New	+$235K	﹤0.01%	1464
2024 Q3	–	Sell	-9,114	Closed	-$468K	–	1839
2024 Q2	$468K	Buy	+9,114	New	+$470K	0.01%	1266
2020 Q2	–	Sell	-21,914	Closed	-$555K	–	1460
2020 Q1	$555K	Buy	+21,914	New	+$717K	0.04%	621

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Trexquant Investment's SPMD Position: Q4 2025 in Review

Trexquant Investment sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025, closing a stake of 4,170 shares — an estimated $238K sold.

Trexquant Investment first reported a position in SPMD in Q1 2020 and held it in 3 quarters. The position peaked at $555K in Q1 2020. 793 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

Trexquant Investment reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
Trexquant Investment sold 4,170 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $238K.
Trexquant Investment first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and held it in 3 quarters.
Trexquant Investment's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $555K in Q1 2020.
793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Trexquant Investment's 13F filing for Q4 2025, filed 17 Feb 2026.