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

Wintrust Investments’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
2024
Q4 		$36K Hold
660
– – 0.03% 302
2024
Q3 		$36K Sell
660
-4,890
-88% -$259K 0.03% 366
2024
Q2 		$285K Hold
5,550
– – 0.02% 387
2024
Q1 		$296K Hold
5,550
– – 0.03% 375
2023
Q4 		$270K Buy
+5,550
New +$247K 0.03% 364

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wintrust Investments's SPMD Position: Q4 2024 in Review

Wintrust Investments held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q4 2024 at 660 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #302.

Wintrust Investments first reported a position in SPMD in Q4 2023 and has held it in 5 quarters since. The position peaked at $296K in Q1 2024. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

  • Wintrust Investments held 660 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $36K as of Q4 2024.
  • Wintrust Investments left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q4 2024.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #302 holding.
  • Wintrust Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Wintrust Investments's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $296K in Q1 2024.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.