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Atomi Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Atomi Financial Group’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 		$955K Sell
16,129
-293
-2% -$17.8K 0.03% 454
2025
Q4 		$951K Sell
16,422
-161
-1% -$9.25K 0.03% 427
2025
Q3 		$948K Buy
16,583
+126
+0.8% +$7.1K 0.03% 397
2025
Q2 		$895K Buy
16,457
+6,110
+59% +$315K 0.03% 376
2025
Q1 		$530K Buy
10,347
+536
+5% +$29.2K 0.02% 511
2024
Q4 		$537K Sell
9,811
-1,171
-11% -$65.9K 0.03% 453
2024
Q3 		$601K Sell
10,982
-291
-3% -$15.4K 0.04% 388
2024
Q2 		$578K Sell
11,273
-3,621
-24% -$187K 0.04% 350
2024
Q1 		$794K Buy
14,894
+4,195
+39% +$209K 0.07% 228
2023
Q4 		$521K Buy
10,699
+2,191
+26% +$97.6K 0.07% 256
2023
Q3 		$373K Buy
8,508
+3,950
+87% +$182K 0.12% 195
2023
Q2 		$209K Buy
+4,558
New +$199K 0.1% 244

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

Atomi Financial Group's SPMD Position: Q1 2026 in Review

Atomi Financial Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.8% in Q1 2026, selling an estimated $17.8K and leaving 16,129 shares worth $955K. The position accounts for 0.03% of the portfolio, ranked #454.

Atomi Financial Group first reported a position in SPMD in Q2 2023 and has held it in 12 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Atomi Financial Group held 16,129 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $955K as of Q1 2026.
  • Atomi Financial Group sold 293 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $17.8K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #454 holding.
  • Atomi Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 12 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 Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.