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

Ausdal Financial Partners’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	$5.48M	Buy	92,501 +1,252	+1%	+$76.2K	0.24%	103
2025 Q4	$5.28M	Buy	91,249 +3,083	+3%	+$177K	0.25%	99
2025 Q3	$5.04M	Buy	88,166 +3,761	+4%	+$212K	0.24%	96
2025 Q2	$4.59M	Buy	84,405 +10,996	+15%	+$566K	0.31%	75
2025 Q1	$3.76M	Buy	73,409 +10,588	+17%	+$577K	0.28%	83
2024 Q4	$3.44M	Sell	62,821 -4,407	-7%	-$248K	0.3%	82
2024 Q3	$3.68M	Sell	67,228 -5,203	-7%	-$275K	0.38%	58
2024 Q2	$3.72M	Sell	72,431 -594	-0.8%	-$30.6K	0.4%	56
2024 Q1	$3.9M	Buy	73,025 +503	+0.7%	+$25K	0.45%	50
2023 Q4	$3.53M	Buy	72,522 +4,481	+7%	+$200K	0.44%	50
2023 Q3	$2.98M	Buy	68,041 +663	+1%	+$30.5K	0.41%	57
2023 Q2	$3.09M	Buy	67,378 +1,418	+2%	+$62K	0.42%	56
2023 Q1	$2.9M	Buy	65,960 +3,885	+6%	+$174K	0.4%	56
2022 Q4	$2.64M	Buy	62,075 +12,188	+24%	+$517K	0.38%	61
2022 Q3	$1.92M	Buy	49,887 +5,264	+12%	+$223K	0.3%	84
2022 Q2	$1.77M	Buy	44,623 +20,226	+83%	+$877K	0.27%	106
2022 Q1	$1.15M	Buy	24,397 +3,015	+14%	+$141K	0.16%	166
2021 Q4	$1.06M	Buy	21,382 +1,511	+8%	+$73.8K	0.14%	177
2021 Q3	$917K	Buy	19,871 +14,383	+262%	+$679K	0.14%	183
2021 Q2	$259K	Buy	5,488 +186	+4%	+$8.83K	0.04%	377
2021 Q1	$243K	Buy	5,302 +195	+4%	+$8.56K	0.04%	379
2020 Q4	$206K	Sell	5,107 -3,632	-42%	-$135K	0.04%	384
2020 Q3	$285K	Buy	8,739 +692	+9%	+$22.7K	0.07%	268
2020 Q2	$251K	Sell	8,047 -937	-10%	-$27.4K	0.08%	232
2020 Q1	$241K	Sell	8,984 -8,345	-48%	-$273K	0.09%	227
2019 Q4	$623K	Buy	17,329 +3,087	+22%	+$108K	0.18%	137
2019 Q3	$483K	Buy	14,242 +312	+2%	+$10.5K	0.17%	160
2019 Q2	$485K	Buy	13,930 +2,192	+19%	+$73.8K	0.19%	148
2019 Q1	$391K	Buy	11,738 +1,868	+19%	+$61.1K	0.16%	163
2018 Q4	$290K	Buy	9,870 +1,020	+12%	+$33.2K	0.14%	177
2018 Q3	$320K	Buy	8,850 +2,211	+33%	+$80K	0.09%	265
2018 Q2	$232K	Buy	+6,639	New	+$228K	0.07%	329

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 $5.77B AUM 14.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ausdal Financial Partners's SPMD Position: Q1 2026 in Review

Ausdal Financial Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.4% in Q1 2026, buying an estimated $76.2K and bringing the position to 92,501 shares worth $5.48M. The position accounts for 0.24% of the portfolio, ranked #103.

Ausdal Financial Partners first reported a position in SPMD in Q2 2018 and has held it in 32 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Ausdal Financial Partners held 92,501 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.48M as of Q1 2026.
Ausdal Financial Partners bought 1,252 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $76.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.24% of Ausdal Financial Partners's portfolio in Q1 2026, its #103 holding.
Ausdal Financial Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 32 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 Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.