WCM
SPMD icon

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

WealthTrak Capital 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
-31,057
Closed -$1.78M – 76
2025
Q3 		$1.78M Buy
+31,057
New +$1.75M 1.46% 25

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $4.6B AUM 22.54% 1-Year Est. Return
Envestnet Asset Management
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

WealthTrak Capital Management's SPMD Position: Q4 2025 in Review

WealthTrak Capital Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025, closing a stake of 31,057 shares — an estimated $1.78M sold.

WealthTrak Capital Management first reported a position in SPMD in Q3 2025 and held it in 1 quarter. The position peaked at $1.78M in Q3 2025. 793 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

  • WealthTrak Capital 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.
  • WealthTrak Capital Management sold 31,057 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $1.78M.
  • WealthTrak Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.78M in Q3 2025.
  • 793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on WealthTrak Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.