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SPMD icon

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

Aldebaran Financial’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 		$911K Sell
15,382
-51
-0.3% -$3.1K 0.87% 28
2025
Q4 		$903K Buy
15,433
+1,053
+7% +$60.5K 0.84% 31
2025
Q3 		$822K Buy
14,380
+625
+5% +$35.2K 0.82% 30
2025
Q2 		$748K Sell
13,755
-50
-0.4% -$2.58K 0.83% 28
2025
Q1 		$707K Buy
13,805
+315
+2% +$17.2K 0.86% 28
2024
Q4 		$736K Sell
13,490
-50
-0.4% -$2.81K 0.86% 30
2024
Q3 		$740K Sell
13,540
-282
-2% -$14.9K 0.87% 33
2024
Q2 		$709K Buy
13,822
+2,364
+21% +$122K 0.93% 28
2024
Q1 		$611K Sell
11,458
-7,900
-41% -$393K 0.86% 32
2023
Q4 		$943K Sell
19,358
-4,606
-19% -$205K 1.39% 21
2023
Q3 		$1.05M Sell
23,964
-148
-0.6% -$6.8K 1.64% 16
2023
Q2 		$1.11M Sell
24,112
-2,298
-9% -$100K 1.5% 18
2023
Q1 		$1.16M Sell
26,410
-876
-3% -$39.2K 1.5% 16
2022
Q4 		$1.16M Sell
27,286
-9,265
-25% -$393K 1.25% 24
2022
Q3 		$1.43M Buy
36,551
+15
+0% +$636 1.57% 18
2022
Q2 		$1.44M Buy
36,536
+3,525
+11% +$153K 1.53% 18
2022
Q1 		$1.56M Sell
33,011
-746
-2% -$34.9K 1.21% 26
2021
Q4 		$1.68M Buy
33,757
+27,077
+405% +$1.32M 1.24% 22
2021
Q3 		$308K Buy
6,680
+5
+0.1% +$236 0.25% 65
2021
Q2 		$318K Buy
6,675
+25
+0.4% +$1.19K 0.26% 67
2021
Q1 		$304K Sell
6,650
-63
-0.9% -$2.77K 0.27% 66
2020
Q4 		$271K Sell
6,713
-650
-9% -$24.1K 0.25% 69
2020
Q3 		$240K Sell
7,363
-263
-3% -$8.64K 0.25% 72
2020
Q2 		$238K Buy
+7,626
New +$223K 0.28% 73

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 $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Aldebaran Financial's SPMD Position: Q1 2026 in Review

Aldebaran Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.33% in Q1 2026, selling an estimated $3.1K and leaving 15,382 shares worth $911K. The position accounts for 0.87% of the portfolio, ranked #28.

Aldebaran Financial first reported a position in SPMD in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.68M in Q4 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Aldebaran Financial held 15,382 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $911K as of Q1 2026.
  • Aldebaran Financial sold 51 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $3.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.87% of Aldebaran Financial's portfolio in Q1 2026, its #28 holding.
  • Aldebaran Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Aldebaran Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.68M in Q4 2021.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.