AWMG
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Alliance Wealth Management Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Alliance Wealth Management Group’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 		$2.06M Buy
34,814
+271
+0.8% +$16.5K 0.45% 37
2025
Q4 		$2M Sell
34,543
-784
-2% -$45K 0.44% 36
2025
Q3 		$2.02M Sell
35,327
-1,244
-3% -$70.1K 0.45% 37
2025
Q2 		$1.99M Buy
36,571
+1,615
+5% +$83.2K 0.51% 36
2025
Q1 		$1.79M Sell
34,956
-658
-2% -$35.9K 0.48% 36
2024
Q4 		$1.95M Sell
35,614
-1,396
-4% -$78.6K 0.52% 36
2024
Q3 		$2.02M Sell
37,010
-1,823
-5% -$96.4K 0.54% 37
2024
Q2 		$1.99M Sell
38,833
-2,026
-5% -$105K 0.57% 36
2024
Q1 		$2.18M Sell
40,859
-1,816
-4% -$90.3K 0.64% 36
2023
Q4 		$2.08M Buy
+42,675
New +$1.9M 0.65% 34
2023
Q2 		$1.96M Buy
42,735
+361
+0.9% +$15.8K 0.64% 31
2023
Q1 		$1.86M Sell
42,374
-930
-2% -$41.6K 0.63% 32
2022
Q4 		$1.84M Sell
43,304
-2,160
-5% -$91.7K 0.67% 33
2022
Q3 		$1.75M Buy
45,464
+2,517
+6% +$107K 0.68% 32
2022
Q2 		$1.71M Sell
42,947
-106
-0.2% -$4.6K 0.63% 32
2022
Q1 		$2.03M Sell
43,053
-2,404
-5% -$112K 0.66% 30
2021
Q4 		$2.26M Buy
45,457
+1,253
+3% +$61.2K 0.7% 29
2021
Q3 		$2.04M Buy
44,204
+1,279
+3% +$60.4K 0.66% 29
2021
Q2 		$2.03M Sell
42,925
-4,058
-9% -$193K 0.67% 28
2021
Q1 		$2.15M Sell
46,983
-6,114
-12% -$268K 0.81% 23
2020
Q4 		$2.15M Buy
53,097
+298
+0.6% +$11.1K 0.85% 24
2020
Q3 		$1.72M Sell
52,799
-8,267
-14% -$272K 0.74% 25
2020
Q2 		$1.91M Buy
61,066
+13,215
+28% +$386K 0.87% 24
2020
Q1 		$1.21M Sell
47,851
-2,079
-4% -$68K 0.65% 26
2019
Q4 		$1.81M Buy
49,930
+293
+0.6% +$10.2K 0.81% 25
2019
Q3 		$1.68M Buy
49,637
+2,554
+5% +$86.1K 0.81% 23
2019
Q2 		$1.6M Sell
47,083
-1,999
-4% -$67.3K 0.79% 24
2019
Q1 		$1.64M Buy
49,082
+3,356
+7% +$110K 0.87% 22
2018
Q4 		$1.34M Sell
45,726
-579
-1% -$18.9K 0.8% 26
2018
Q3 		$1.67M Sell
46,305
-204
-0.4% -$7.38K 0.91% 23
2018
Q2 		$1.62M Buy
46,509
+1,320
+3% +$45.4K 0.94% 25
2018
Q1 		$1.5M Sell
45,189
-203
-0.4% -$6.84K 0.7% 32
2017
Q4 		$1.51M Buy
+45,392
New +$1.49M 0.75% 29

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

Alliance Wealth Management Group's SPMD Position: Q1 2026 in Review

Alliance Wealth Management Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.78% in Q1 2026, buying an estimated $16.5K and bringing the position to 34,814 shares worth $2.06M. The position accounts for 0.45% of the portfolio, ranked #37.

Alliance Wealth Management Group first reported a position in SPMD in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.26M in Q4 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Alliance Wealth Management Group held 34,814 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.06M as of Q1 2026.
  • Alliance Wealth Management Group bought 271 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $16.5K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.45% of Alliance Wealth Management Group's portfolio in Q1 2026, its #37 holding.
  • Alliance Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 33 quarters since.
  • Alliance Wealth Management Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.26M 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 Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.