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Wingate Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Wingate Wealth Advisors’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
Q1 		– Sell
-1,261
Closed -$69K – 384
2024
Q4 		$69K Buy
+1,261
New +$71K 0.07% 178

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wingate Wealth Advisors's SPMD Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2025, closing a stake of 1,261 shares — an estimated $69K sold.

Wingate Wealth Advisors first reported a position in SPMD in Q4 2024 and held it in 1 quarter. The position peaked at $69K in Q4 2024. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 1,261 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $69K.
  • Wingate Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $69K in Q4 2024.
  • 677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.