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

Advance 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
Q1 		$5.73M Sell
96,776
-132,933
-58% -$8.09M 0.22% 26
2025
Q4 		$13.3M Buy
229,709
+3,549
+2% +$204K 0.56% 16
2025
Q3 		$12.9M Buy
226,160
+9,046
+4% +$510K 0.56% 16
2025
Q2 		$11.8M Buy
217,114
+621
+0.3% +$32K 0.54% 19
2025
Q1 		$11.1M Buy
216,493
+5,953
+3% +$324K 0.53% 16
2024
Q4 		$11.5M Buy
210,540
+1,246
+0.6% +$70.1K 0.53% 15
2024
Q3 		$11.4M Buy
209,294
+640
+0.3% +$33.8K 0.51% 15
2024
Q2 		$10.7M Buy
208,654
+5,256
+3% +$271K 0.51% 16
2024
Q1 		$10.8M Sell
203,398
-42,876
-17% -$2.13M 0.75% 13
2023
Q4 		$12M Buy
246,274
+12,068
+5% +$538K 0.95% 12
2023
Q3 		$10.3M Buy
234,206
+55,950
+31% +$2.57M 0.95% 10
2023
Q2 		$8.18M Sell
178,256
-2,247
-1% -$98.2K 0.93% 12
2023
Q1 		$7.93M Sell
180,503
-2,048
-1% -$91.7K 1.41% 10
2022
Q4 		$7.76M Sell
182,551
-26,921
-13% -$1.14M 1.03% 11
2022
Q3 		$8.08M Buy
209,472
+3,471
+2% +$147K 0.99% 11
2022
Q2 		$8.18M Buy
206,001
+13,871
+7% +$602K 0.98% 8
2022
Q1 		$9.06M Sell
192,130
-10,555
-5% -$494K 1.1% 6
2021
Q4 		$10.1M Buy
+202,685
New +$9.9M 2.06% 4

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Advance Capital Management's SPMD Position: Q1 2026 in Review

Advance Capital Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 58% in Q1 2026, selling an estimated $8.09M and leaving 96,776 shares worth $5.73M. The position accounts for 0.22% of the portfolio, ranked #26.

Advance Capital Management first reported a position in SPMD in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.3M in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Advance Capital Management held 96,776 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.73M as of Q1 2026.
  • Advance Capital Management sold 132,933 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $8.09M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.22% of Advance Capital Management's portfolio in Q1 2026, its #26 holding.
  • Advance Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $13.3M in Q4 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.