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

Advisory Services Network’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	$1.23M	Buy	20,692 +2,181	+12%	+$133K	0.02%	831
2025 Q4	$1.07M	Buy	18,511 +3,212	+21%	+$185K	0.02%	861
2025 Q3	$875K	Sell	15,299 -40	-0.3%	-$2.25K	0.01%	936
2025 Q2	$847K	Sell	15,339 -702	-4%	-$36.2K	0.01%	899
2025 Q1	$821K	Buy	16,041 +4,222	+36%	+$230K	0.02%	850
2024 Q4	$646K	Buy	11,819 +1,301	+12%	+$73.2K	0.01%	925
2024 Q3	$540K	Hold	10,518	–	–	0.01%	959
2024 Q2	$540K	Buy	10,518 +1,249	+13%	+$64.4K	0.01%	959
2024 Q1	$494K	Sell	9,269 -1,910	-17%	-$95K	0.01%	966
2023 Q4	$545K	Buy	11,179 +2,589	+30%	+$115K	0.01%	867
2023 Q3	$376K	Buy	8,590 +696	+9%	+$32K	0.01%	1041
2023 Q2	$362K	Buy	7,894 +2,596	+49%	+$113K	0.01%	1048
2023 Q1	$233K	Sell	5,298 -2,268	-30%	-$102K	0.01%	1239
2022 Q4	$322K	Sell	7,566 -170	-2%	-$7.22K	0.01%	1050
2022 Q3	$298K	Buy	7,736 +1,292	+20%	+$54.8K	0.01%	1028
2022 Q2	$256K	Sell	6,444 -6,890	-52%	-$299K	0.01%	1149
2022 Q1	$629K	Buy	13,334 +97	+0.7%	+$4.54K	0.02%	811
2021 Q4	$659K	Buy	13,237 +3,977	+43%	+$194K	0.02%	770
2021 Q3	$427K	Buy	9,260 +622	+7%	+$29.4K	0.01%	940
2021 Q2	$408K	Buy	8,638 +553	+7%	+$26.2K	0.01%	958
2021 Q1	$370K	Buy	8,085 +21	+0.3%	+$922	0.01%	941
2020 Q4	$326K	Sell	8,064 -12,095	-60%	-$449K	0.01%	909
2020 Q3	$658K	Buy	20,159 +3,638	+22%	+$120K	0.03%	539
2020 Q2	$516K	Buy	16,521 +11,863	+255%	+$347K	0.03%	588
2020 Q1	$118K	Buy	4,658 +3,072	+194%	+$100K	0.01%	998
2019 Q4	$57K	Sell	1,586 -1,526	-49%	-$53.2K	﹤0.01%	1430
2019 Q3	$106K	Hold	3,112	–	–	0.01%	1045
2019 Q2	$106K	Buy	3,112 +1,499	+93%	+$50.5K	0.01%	1043
2019 Q1	$54K	Buy	1,613 +800	+98%	+$26.1K	﹤0.01%	1217
2018 Q4	$24K	Sell	813 -5,342	-87%	-$174K	﹤0.01%	1423
2018 Q3	$223K	Buy	6,155 +5,412	+728%	+$196K	0.02%	731
2018 Q2	$27K	Buy	+743	New	+$25.6K	﹤0.01%	1440

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 Services Network's SPMD Position: Q1 2026 in Review

Advisory Services Network increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q1 2026, buying an estimated $133K and bringing the position to 20,692 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #831.

Advisory Services Network first reported a position in SPMD in Q2 2018 and has held it in 32 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Advisory Services Network held 20,692 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.23M as of Q1 2026.
Advisory Services Network bought 2,181 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $133K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Advisory Services Network's portfolio in Q1 2026, its #831 holding.
Advisory Services Network 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.
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 Services Network's 13F filing for Q1 2026, filed 15 May 2026.