AWM
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Apollon Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Apollon Wealth 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 		$3.95M Buy
66,707
+7,410
+12% +$451K 0.06% 253
2025
Q4 		$3.43M Buy
59,297
+5,573
+10% +$320K 0.06% 270
2025
Q3 		$3.07M Buy
53,724
+33,898
+171% +$1.91M 0.05% 286
2025
Q2 		$1.08M Buy
19,826
+11,382
+135% +$586K 0.02% 529
2025
Q1 		$432K Sell
8,444
-156
-2% -$8.5K 0.01% 805
2024
Q4 		$470K Buy
8,600
+2,749
+47% +$155K 0.01% 781
2024
Q3 		$320K Buy
5,851
+155
+3% +$8.2K 0.01% 890
2024
Q2 		$292K Buy
5,696
+919
+19% +$47.4K 0.01% 875
2024
Q1 		$255K Buy
4,777
+33
+0.7% +$1.64K 0.01% 934
2023
Q4 		$231K Buy
+4,744
New +$211K 0.01% 943
2023
Q3 		– Sell
-17,733
Closed -$814K – 987
2023
Q2 		$814K Sell
17,733
-7,951
-31% -$347K 0.04% 452
2023
Q1 		$1.13M Buy
+25,684
New +$1.15M 0.07% 298

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

Apollon Wealth Management's SPMD Position: Q1 2026 in Review

Apollon Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q1 2026, buying an estimated $451K and bringing the position to 66,707 shares worth $3.95M. The position accounts for 0.06% of the portfolio, ranked #253.

Apollon Wealth Management first reported a position in SPMD in Q1 2023 and has held it in 12 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Apollon Wealth Management held 66,707 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.95M as of Q1 2026.
  • Apollon Wealth Management bought 7,410 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $451K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Apollon Wealth Management's portfolio in Q1 2026, its #253 holding.
  • Apollon Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 12 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 Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.