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

Atlas Capital 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	$722K	Sell	12,187 -48	-0.4%	-$2.92K	0.08%	193
2025 Q4	$709K	Buy	+12,235	New	+$703K	0.08%	206
2025 Q2	$12.2K	Sell	225 -289	-56%	-$14.9K	﹤0.01%	759
2025 Q1	$26.3K	Buy	514 +156	+44%	+$8.5K	﹤0.01%	706
2024 Q4	$19.6K	Buy	358 +114	+47%	+$6.42K	﹤0.01%	722
2024 Q3	$13.3K	Buy	244 +86	+54%	+$4.55K	﹤0.01%	708
2024 Q2	$8.11K	Hold	158	–	–	﹤0.01%	749
2024 Q1	$8.43K	Hold	158	–	–	﹤0.01%	731
2023 Q4	$7.7K	Hold	158	–	–	﹤0.01%	763
2023 Q3	$6.92K	Hold	158	–	–	﹤0.01%	741
2023 Q2	$7.25K	Hold	158	–	–	﹤0.01%	761
2023 Q1	$6.94K	Hold	158	–	–	﹤0.01%	769
2022 Q4	$6.71K	Hold	158	–	–	﹤0.01%	768
2022 Q3	$6.09K	Hold	158	–	–	﹤0.01%	758
2022 Q2	$6.27K	Hold	158	–	–	﹤0.01%	821
2022 Q1	$7.45K	Hold	158	–	–	﹤0.01%	746
2021 Q4	$7.86K	Hold	158	–	–	﹤0.01%	748
2021 Q3	$7.29K	Hold	158	–	–	﹤0.01%	765
2021 Q2	$7.46K	Hold	158	–	–	﹤0.01%	786
2021 Q1	$7.23K	Hold	158	–	–	﹤0.01%	716
2020 Q4	$6.38K	Buy	+158	New	+$5.86K	﹤0.01%	615
2020 Q3	–	Sell	-158	Closed	-$4.94K	–	554
2020 Q2	$4.94K	Hold	158	–	–	﹤0.01%	642
2020 Q1	$4K	Buy	+158	New	+$5.17K	﹤0.01%	629

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 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

Atlas Capital Advisors's SPMD Position: Q1 2026 in Review

Atlas Capital Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.39% in Q1 2026, selling an estimated $2.92K and leaving 12,187 shares worth $722K. The position accounts for 0.08% of the portfolio, ranked #193.

Atlas Capital Advisors first reported a position in SPMD in Q1 2020 and has held it in 23 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Atlas Capital Advisors held 12,187 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $722K as of Q1 2026.
Atlas Capital Advisors sold 48 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $2.92K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Atlas Capital Advisors's portfolio in Q1 2026, its #193 holding.
Atlas Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 23 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 Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.