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

Atlas Private 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 		$32.6M Sell
550,238
-216
-0% -$13.1K 7.67% 1
2025
Q4 		$31.9M Buy
550,454
+24,742
+5% +$1.42M 7.45% 1
2025
Q3 		$30.1M Sell
525,712
-897,408
-63% -$50.6M 7.36% 1
2025
Q2 		$77.4M Sell
1,423,120
-44,298
-3% -$2.28M 9.96% 1
2025
Q1 		$75.1M Buy
1,467,418
+162,347
+12% +$8.85M 10.47% 1
2024
Q4 		$71.4M Buy
1,305,071
+19,496
+2% +$1.1M 10.12% 1
2024
Q3 		$70.3M Sell
1,285,575
-5,676
-0.4% -$300K 10.19% 1
2024
Q2 		$66.2M Buy
1,291,251
+652,453
+102% +$33.7M 10.77% 1
2024
Q1 		$34.1M Sell
638,798
-487,840
-43% -$24.3M 11.39% 1
2023
Q4 		$54.9M Sell
1,126,638
-129,915
-10% -$5.79M 10.2% 1
2023
Q3 		$55M Buy
1,256,553
+175,068
+16% +$8.05M 10.4% 1
2023
Q2 		$49.6M Buy
1,081,485
+585,073
+118% +$25.6M 10.05% 1
2023
Q1 		$21.8M Buy
496,412
+64,562
+15% +$2.89M 10.08% 1
2022
Q4 		$18.4M Buy
431,850
+53,052
+14% +$2.25M 9.78% 1
2022
Q3 		$14.6M Buy
378,798
+58,219
+18% +$2.47M 8.77% 1
2022
Q2 		$12.7M Buy
+320,579
New +$13.9M 7.63% 1

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

Atlas Private Wealth Advisors's SPMD Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.04% in Q1 2026, selling an estimated $13.1K and leaving 550,238 shares worth $32.6M. The position accounts for 7.67% of the portfolio, ranked #1.

Atlas Private Wealth Advisors first reported a position in SPMD in Q2 2022 and has held it in 16 quarters since. The position peaked at $77.4M in Q2 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Atlas Private Wealth Advisors held 550,238 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $32.6M as of Q1 2026.
  • Atlas Private Wealth Advisors sold 216 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $13.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 7.67% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Atlas Private Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $77.4M in Q2 2025.
  • 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 Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.