AWA
SPMD icon

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

ARQ 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 		$3.73M Sell
63,057
-2,526
-4% -$154K 0.67% 57
2025
Q4 		$3.8M Sell
65,583
-5,825
-8% -$335K 1.02% 34
2025
Q3 		$4.08M Sell
71,408
-40,159
-36% -$2.26M 1.21% 32
2025
Q2 		$5.71M Hold
111,567
– – 1.96% 21
2025
Q1 		$5.71M Sell
111,567
-5,454
-5% -$297K 2.12% 20
2024
Q4 		$6.4M Sell
117,021
-2,546
-2% -$143K 2.43% 17
2024
Q3 		$6.48M Buy
119,567
+10,821
+10% +$572K 2.45% 14
2024
Q2 		$5.58M Buy
108,746
+13,996
+15% +$722K 2.41% 15
2024
Q1 		$5.05M Buy
94,750
+2,418
+3% +$120K 2.19% 20
2023
Q4 		$4.5M Buy
92,332
+3,450
+4% +$154K 2.68% 17
2023
Q3 		$3.89M Sell
88,882
-18,901
-18% -$869K 2.91% 15
2023
Q2 		$4.95M Sell
107,783
-34,183
-24% -$1.49M 3.21% 12
2023
Q1 		$6.24M Sell
141,966
-3,310
-2% -$148K 4.59% 6
2022
Q4 		$6.17M Buy
145,276
+9,415
+7% +$400K 4.03% 7
2022
Q3 		$5.24M Buy
135,861
+3,218
+2% +$136K 4.05% 7
2022
Q2 		$5.26M Sell
132,643
-52,778
-28% -$2.29M 3.77% 10
2022
Q1 		$8.74M Sell
185,421
-30,450
-14% -$1.42M 5.89% 4
2021
Q4 		$10.7M Sell
215,871
-28,418
-12% -$1.39M 7.63% 2
2021
Q3 		$11.3M Buy
244,289
+7,419
+3% +$350K 7.25% 3
2021
Q2 		$11.2M Buy
236,870
+10,403
+5% +$494K 7.17% 3
2021
Q1 		$10.4M Sell
226,467
-10,572
-4% -$464K 6.7% 3
2020
Q4 		$9.58M Buy
237,039
+22,179
+10% +$822K 6.02% 5
2020
Q3 		$7.01M Buy
214,860
+4,160
+2% +$137K 6.75% 5
2020
Q2 		$6.58M Sell
210,700
-17,570
-8% -$513K 6.4% 6
2020
Q1 		$5.78M Buy
+228,270
New +$7.47M 6.58% 5

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

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

ARQ Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.9% in Q1 2026, selling an estimated $154K and leaving 63,057 shares worth $3.73M. The position accounts for 0.67% of the portfolio, ranked #57.

ARQ Wealth Advisors first reported a position in SPMD in Q1 2020 and has held it in 25 quarters since. The position peaked at $11.3M in Q3 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • ARQ Wealth Advisors held 63,057 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.73M as of Q1 2026.
  • ARQ Wealth Advisors sold 2,526 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $154K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.67% of ARQ Wealth Advisors's portfolio in Q1 2026, its #57 holding.
  • ARQ Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • ARQ Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $11.3M in Q3 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 ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.