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

Tucker Asset 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	$2.61K	Hold	45	–	–	﹤0.01%	805
2025 Q3	$2.57K	Sell	45 -26	-37%	-$1.47K	﹤0.01%	287
2025 Q2	$3.86K	Sell	71 -54	-43%	-$2.78K	﹤0.01%	258
2025 Q1	$6.4K	Buy	125 +11	+10%	+$600	﹤0.01%	251
2024 Q4	$6.24K	Buy	114 +108	+1,800%	+$6.08K	﹤0.01%	918
2024 Q3	$328	Hold	6	–	–	﹤0.01%	1348
2024 Q2	$308	Hold	6	–	–	﹤0.01%	1548
2024 Q1	$320	Hold	6	–	–	﹤0.01%	1523
2023 Q4	$292	Hold	6	–	–	﹤0.01%	1344
2023 Q3	$263	Hold	6	–	–	﹤0.01%	1288
2023 Q2	$275	Hold	6	–	–	﹤0.01%	1072
2023 Q1	$264	Buy	+6	New	+$269	﹤0.01%	1091
2022 Q4	–	Sell	-277	Closed	-$11.8K	–	915
2022 Q3	$11.8K	Buy	+277	New	+$11.7K	﹤0.01%	303

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

Tucker Asset Management's SPMD Position: Q4 2025 in Review

Tucker Asset Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q4 2025 at 45 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Tucker Asset Management first reported a position in SPMD in Q3 2022 and has held it in 13 quarters since. The position peaked at $11.8K in Q3 2022. 793 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

Tucker Asset Management held 45 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.61K as of Q4 2025.
Tucker Asset Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q4 2025.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #805 holding.
Tucker Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and has held it in 13 quarters since.
Tucker Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $11.8K in Q3 2022.
793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.