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

Advisor OS’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	–	Sell	-5,907	Closed	-$342K	–	628
2025 Q4	$342K	Sell	5,907 -106,388	-95%	-$6.11M	0.03%	354
2025 Q3	$6.42M	Buy	112,295 +12,318	+12%	+$694K	0.55%	30
2025 Q2	$5.44M	Sell	99,977 -18,509	-16%	-$953K	0.54%	29
2025 Q1	$6.06M	Buy	118,486 +38,444	+48%	+$2.1M	0.69%	28
2024 Q4	$4.38M	Buy	80,042 +5,392	+7%	+$303K	0.51%	30
2024 Q3	$4.08M	Buy	74,650 +9,872	+15%	+$522K	0.41%	41
2024 Q2	$3.32M	Buy	64,778 +977	+2%	+$50.4K	0.36%	46
2024 Q1	$3.4M	Buy	63,801 +33,968	+114%	+$1.69M	0.39%	44
2023 Q4	$1.45M	Buy	29,833 +5,852	+24%	+$261K	0.19%	92
2023 Q3	$1.05M	Buy	23,981 +2,813	+13%	+$129K	0.16%	125
2023 Q2	$971K	Buy	+21,168	New	+$925K	0.16%	130

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Advisor OS's SPMD Position: Q1 2026 in Review

Advisor OS sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 5,907 shares — an estimated $342K sold.

Advisor OS first reported a position in SPMD in Q2 2023 and held it in 11 quarters. The position peaked at $6.42M in Q3 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Advisor OS reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
Advisor OS sold 5,907 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $342K.
Advisor OS first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and held it in 11 quarters.
Advisor OS's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6.42M in Q3 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 Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.