WCM
SPMD icon

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

Windsor 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
2026
Q2 		$10.6M Sell
157,413
-5,165
-3% -$332K 2.76% 9
2026
Q1 		$9.63M Sell
162,578
-5,167
-3% -$315K 2.71% 10
2025
Q4 		$9.71M Sell
167,745
-4,804
-3% -$276K 2.68% 11
2025
Q3 		$9.87M Sell
172,549
-3,807
-2% -$214K 2.72% 11
2025
Q2 		$9.59M Buy
176,356
+775
+0.4% +$39.9K 2.8% 11
2025
Q1 		$8.99M Sell
175,581
-5,550
-3% -$303K 2.76% 10
2024
Q4 		$9.91M Sell
181,131
-4,961
-3% -$279K 2.94% 9
2024
Q3 		$10.2M Sell
186,092
-2,470
-1% -$131K 2.95% 9
2024
Q2 		$9.67M Sell
188,562
-9,070
-5% -$468K 2.99% 9
2024
Q1 		$10.5M Sell
197,632
-5,714
-3% -$284K 3.27% 7
2023
Q4 		$9.91M Sell
203,346
-3,730
-2% -$166K 3.24% 9
2023
Q3 		$9.07M Sell
207,076
-6,507
-3% -$299K 3.14% 10
2023
Q2 		$9.8M Sell
213,583
-3,314
-2% -$145K 3.24% 9
2023
Q1 		$9.53M Sell
216,897
-4,603
-2% -$206K 3.28% 9
2022
Q4 		$9.41M Sell
221,500
-10,367
-4% -$440K 3.43% 8
2022
Q3 		$8.94M Sell
231,867
-5,591
-2% -$237K 3.34% 7
2022
Q2 		$9.42M Sell
237,458
-8,032
-3% -$348K 3.36% 6
2022
Q1 		$11.6M Sell
245,490
-7,717
-3% -$361K 3.6% 5
2021
Q4 		$12.6M Buy
253,207
+4,704
+2% +$230K 3.8% 4
2021
Q3 		$11.5M Buy
248,503
+6,826
+3% +$322K 3.68% 5
2021
Q2 		$11.4M Buy
241,677
+1,750
+0.7% +$83K 3.77% 4
2021
Q1 		$11M Buy
239,927
+3,459
+1% +$152K 3.8% 4
2020
Q4 		$9.55M Buy
236,468
+2,400
+1% +$89K 3.57% 5
2020
Q3 		$7.64M Buy
234,068
+1,400
+0.6% +$46K 3.19% 7
2020
Q2 		$7.27M Buy
232,668
+5,401
+2% +$158K 3.13% 9
2020
Q1 		$5.76M Buy
227,267
+9,415
+4% +$308K 2.91% 11
2019
Q4 		$7.89M Buy
217,852
+19,913
+10% +$694K 3.32% 7
2019
Q3 		$6.71M Buy
197,939
+47,212
+31% +$1.59M 2.99% 9
2019
Q2 		$5.13M Buy
150,727
+50,816
+51% +$1.71M 2.36% 12
2019
Q1 		$3.33M Buy
99,911
+30,076
+43% +$983K 1.57% 18
2018
Q4 		$2.05M Buy
69,835
+14,136
+25% +$460K 1.06% 28
2018
Q3 		$2.01M Buy
55,699
+13,172
+31% +$476K 0.91% 30
2018
Q2 		$1.48M Buy
42,527
+10,472
+33% +$360K 0.69% 38
2018
Q1 		$1.06M Buy
+32,055
New +$1.08M 0.5% 50

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
PWG
Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return