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

Advisory Alpha’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	$793K	Sell	13,387 -164	-1%	-$9.98K	0.02%	235
2025 Q4	$785K	Sell	13,551 -35	-0.3%	-$2.01K	0.02%	229
2025 Q3	$781K	Sell	13,586 -398	-3%	-$22.4K	0.02%	223
2025 Q2	$761K	Sell	13,984 -492	-3%	-$25.3K	0.02%	202
2025 Q1	$741K	Buy	14,476 +677	+5%	+$36.9K	0.03%	191
2024 Q4	$755K	Sell	13,799 -2,859	-17%	-$161K	0.03%	179
2024 Q3	$911K	Sell	16,658 -886	-5%	-$46.9K	0.03%	157
2024 Q2	$900K	Buy	17,544 +223	+1%	+$11.5K	0.04%	155
2024 Q1	$924K	Sell	17,321 -182,958	-91%	-$9.1M	0.04%	163
2023 Q4	$9.76M	Buy	200,279 +19,796	+11%	+$882K	0.45%	40
2023 Q3	$7.9M	Buy	180,483 +3,435	+2%	+$158K	0.41%	39
2023 Q2	$8.12M	Buy	177,048 +1,762	+1%	+$77K	0.42%	41
2023 Q1	$7.7M	Sell	175,286 -63,294	-27%	-$2.83M	0.49%	35
2022 Q4	$10.1M	Buy	238,580 +16,899	+8%	+$717K	0.72%	28
2022 Q3	$8.55M	Buy	221,681 +23,972	+12%	+$1.02M	0.65%	34
2022 Q2	$7.85M	Buy	197,709 +21,780	+12%	+$945K	0.59%	30
2022 Q1	$8.3M	Buy	175,929 +13,149	+8%	+$615K	0.54%	32
2021 Q4	$8.1M	Buy	162,780 +75,494	+86%	+$3.69M	0.47%	33
2021 Q3	$4.03M	Sell	87,286 -144	-0.2%	-$6.8K	0.28%	46
2021 Q2	$4.13M	Buy	87,430 +832	+1%	+$39.5K	0.34%	43
2021 Q1	$3.96M	Sell	86,598 -24,473	-22%	-$1.07M	0.4%	40
2020 Q4	$4.49M	Buy	111,071 +726	+0.7%	+$26.9K	0.92%	18
2020 Q3	$3.82M	Buy	110,345 +3,516	+3%	+$116K	0.82%	19
2020 Q2	$3.67M	Buy	106,829 +7,225	+7%	+$211K	0.81%	19
2020 Q1	$2.67M	Sell	99,604 -433,122	-81%	-$14.2M	0.75%	18
2019 Q4	$19.3M	Buy	532,726 +58,743	+12%	+$2.05M	4.7%	7
2019 Q3	$15.6M	Buy	473,983 +19,087	+4%	+$643K	4.6%	6
2019 Q2	$15.4M	Buy	454,896 +43,998	+11%	+$1.48M	5.14%	6
2019 Q1	$14M	Buy	410,898 +18,769	+5%	+$613K	5.06%	6
2018 Q4	$12.9M	Buy	392,129 +342,834	+695%	+$11.2M	6.11%	5
2018 Q3	$1.57M	Buy	49,295 +35,952	+269%	+$1.3M	0.4%	63
2018 Q2	$475K	Buy	+13,343	New	+$459K	0.12%	97

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

Advisory Alpha's SPMD Position: Q1 2026 in Review

Advisory Alpha reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.2% in Q1 2026, selling an estimated $9.98K and leaving 13,387 shares worth $793K. The position accounts for 0.02% of the portfolio, ranked #235.

Advisory Alpha first reported a position in SPMD in Q2 2018 and has held it in 32 quarters since. The position peaked at $19.3M in Q4 2019. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Advisory Alpha held 13,387 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $793K as of Q1 2026.
Advisory Alpha sold 164 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $9.98K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Advisory Alpha's portfolio in Q1 2026, its #235 holding.
Advisory Alpha first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 32 quarters since.
Advisory Alpha's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $19.3M in Q4 2019.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.