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Altrius Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Altrius Capital Management’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 		$268K Buy
4,527
+229
+5% +$13.9K 0.05% 85
2025
Q4 		$249K Buy
4,298
+255
+6% +$14.6K 0.05% 86
2025
Q3 		$231K Sell
4,043
-20
-0.5% -$1.13K 0.05% 84
2025
Q2 		$221K Sell
4,063
-47
-1% -$2.42K 0.05% 83
2025
Q1 		$210K Sell
4,110
-545
-12% -$29.7K 0.05% 85
2024
Q4 		$255K Sell
4,655
-263
-5% -$14.8K 0.07% 82
2024
Q3 		$269K Sell
4,918
-162
-3% -$8.57K 0.07% 82
2024
Q2 		$261K Sell
5,080
-8
-0.2% -$413 0.07% 85
2024
Q1 		$271K Sell
5,088
-216
-4% -$10.7K 0.07% 86
2023
Q4 		$258K Sell
5,304
-218
-4% -$9.71K 0.07% 88
2023
Q3 		$242K Sell
5,522
-866
-14% -$39.8K 0.07% 89
2023
Q2 		$293K Sell
6,388
-503
-7% -$22K 0.09% 86
2023
Q1 		$303K Sell
6,891
-1,725
-20% -$77.2K 0.09% 80
2022
Q4 		$366K Sell
8,616
-2,650
-24% -$113K 0.11% 85
2022
Q3 		$434K Sell
11,266
-1,013
-8% -$43K 0.17% 79
2022
Q2 		$487K Buy
+12,279
New +$533K 0.16% 79

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

Altrius Capital Management's SPMD Position: Q1 2026 in Review

Altrius Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.3% in Q1 2026, buying an estimated $13.9K and bringing the position to 4,527 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #85.

Altrius Capital Management first reported a position in SPMD in Q2 2022 and has held it in 16 quarters since. The position peaked at $487K in Q2 2022. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Altrius Capital Management held 4,527 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $268K as of Q1 2026.
  • Altrius Capital Management bought 229 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $13.9K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Altrius Capital Management's portfolio in Q1 2026, its #85 holding.
  • Altrius Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Altrius Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $487K in Q2 2022.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.