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

Anfield 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	$702K	Sell	11,854 -5	-0%	-$304	0.19%	67
2025 Q4	$687K	Hold	11,859	–	–	0.22%	59
2025 Q3	$678K	Hold	11,859	–	–	0.2%	58
2025 Q2	$645K	Hold	11,859	–	–	0.21%	52
2025 Q1	$607K	Sell	11,859 -76,342	-87%	-$4.16M	0.22%	48
2024 Q4	$4.82M	Buy	88,201 +1,286	+1%	+$72.4K	1.75%	17
2024 Q3	$4.75M	Buy	86,915 +2,431	+3%	+$129K	1.81%	16
2024 Q2	$4.33M	Sell	84,484 -637	-0.7%	-$32.9K	2.1%	13
2024 Q1	$4.54M	Sell	85,121 -74,347	-47%	-$3.7M	2.19%	14
2023 Q4	$7.77M	Sell	159,468 -2,869	-2%	-$128K	4.19%	7
2023 Q3	$7.11M	Sell	162,337 -31,081	-16%	-$1.43M	3.39%	8
2023 Q2	$8.88M	Sell	193,418 -1,527	-0.8%	-$66.7K	3.87%	7
2023 Q1	$8.57M	Buy	+194,945	New	+$8.73M	3.96%	7
2020 Q1	–	Sell	-3,811	Closed	-$139K	–	341
2019 Q4	$139K	Buy	+3,811	New	+$133K	0.06%	148

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

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

Anfield Capital Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.04% in Q1 2026, selling an estimated $304 and leaving 11,854 shares worth $702K. The position accounts for 0.19% of the portfolio, ranked #67.

Anfield Capital Management first reported a position in SPMD in Q4 2019 and has held it in 14 quarters since. The position peaked at $8.88M in Q2 2023. 811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Anfield Capital Management held 11,854 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $702K as of Q1 2026.
Anfield Capital Management sold 5 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $304.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.19% of Anfield Capital Management's portfolio in Q1 2026, its #67 holding.
Anfield Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 14 quarters since.
Anfield Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $8.88M in Q2 2023.
811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.