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Arkadios Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Arkadios Wealth Advisors’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 		$6.18M Buy
104,389
+86,432
+481% +$5.26M 0.1% 233
2025
Q4 		$1.04M Sell
17,957
-89
-0.5% -$5.11K 0.02% 680
2025
Q3 		$1.03M Buy
18,046
+757
+4% +$42.6K 0.02% 626
2025
Q2 		$940K Buy
17,289
+539
+3% +$27.8K 0.03% 597
2025
Q1 		$857K Buy
16,750
+5,763
+52% +$314K 0.03% 515
2024
Q4 		$601K Buy
10,987
+36
+0.3% +$2.03K 0.03% 478
2024
Q3 		$599K Buy
10,951
+19
+0.2% +$1K 0.03% 483
2024
Q2 		$561K Buy
10,932
+86
+0.8% +$4.44K 0.04% 437
2024
Q1 		$579K Buy
10,846
+600
+6% +$29.8K 0.04% 354
2023
Q4 		$499K Buy
10,246
+65
+0.6% +$2.9K 0.04% 368
2023
Q3 		$446K Buy
10,181
+260
+3% +$12K 0.04% 369
2023
Q2 		$455K Buy
9,921
+379
+4% +$16.6K 0.05% 331
2023
Q1 		$419K Hold
9,542
– – 0.05% 346
2022
Q4 		$406K Hold
9,542
– – 0.05% 330
2022
Q3 		$368K Buy
9,542
+75
+0.8% +$3.18K 0.06% 334
2022
Q2 		$376K Sell
9,467
-1,728
-15% -$75K 0.06% 347
2022
Q1 		$528K Hold
11,195
– – 0.07% 304
2021
Q4 		$557K Buy
+11,195
New +$547K 0.07% 305

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

Arkadios Wealth Advisors's SPMD Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 481% in Q1 2026, buying an estimated $5.26M and bringing the position to 104,389 shares worth $6.18M. The position accounts for 0.1% of the portfolio, ranked #233.

Arkadios Wealth Advisors first reported a position in SPMD in Q4 2021 and has held it in 18 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Arkadios Wealth Advisors held 104,389 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.18M as of Q1 2026.
  • Arkadios Wealth Advisors bought 86,432 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $5.26M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.1% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #233 holding.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 18 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 Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.