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Ashton Thomas Private Wealth’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Ashton Thomas Private Wealth’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 		$178K Buy
+3,003
New +$183K ﹤0.01% 1075
2024
Q3 		– Sell
-1,165
Closed -$59.8K – 1663
2024
Q2 		$59.8K Buy
+1,165
New +$60.1K ﹤0.01% 871

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

Ashton Thomas Private Wealth's SPMD Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 3,003 shares worth $178K. The stake represents ﹤0.01% of the portfolio and ranks #1075 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in SPMD as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in SPMD in Q2 2024 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Ashton Thomas Private Wealth held 3,003 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $178K as of Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Ashton Thomas Private Wealth position in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1075 holding.
  • Ashton Thomas Private Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 2 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 Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.