Bank of Montreal
SPMD icon

Bank of Montreal’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bank of Montreal’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 		$1.47M Buy
24,878
+7,417
+42% +$451K ﹤0.01% 1827
2025
Q4 		$1.01M Buy
17,461
+6,351
+57% +$365K ﹤0.01% 1971
2025
Q3 		$635K Buy
11,110
+22
+0.2% +$1.24K ﹤0.01% 2165
2025
Q2 		$603K Buy
11,088
+1,600
+17% +$82.4K ﹤0.01% 2175
2025
Q1 		$486K Buy
+9,488
New +$517K ﹤0.01% 2219
2024
Q4 		– Sell
-122
Closed -$6.66K – 3909
2024
Q3 		$6.66K Sell
122
-383
-76% -$20.3K ﹤0.01% 3690
2024
Q2 		$26.2K Sell
505
-816
-62% -$42.1K ﹤0.01% 3545
2024
Q1 		$70.6K Sell
1,321
-90
-6% -$4.48K ﹤0.01% 3377
2023
Q4 		$69.5K Buy
1,411
+1,345
+2,038% +$59.9K ﹤0.01% 3476
2023
Q3 		$3.11K Buy
+66
New +$3.03K ﹤0.01% 3694
2021
Q4 		– Sell
-6,388
Closed -$247K – 3849
2021
Q3 		$247K Buy
+6,388
New +$302K ﹤0.01% 3233
2020
Q1 		– Sell
-112
Closed -$4K – 4652
2019
Q4 		$4K Buy
+112
New +$3.9K ﹤0.01% 4723

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 $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of Montreal's SPMD Position: Q1 2026 in Review

Bank of Montreal increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 42% in Q1 2026, buying an estimated $451K and bringing the position to 24,878 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Bank of Montreal first reported a position in SPMD in Q4 2019 and has held it in 12 quarters since. 811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Bank of Montreal held 24,878 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.47M as of Q1 2026.
  • Bank of Montreal bought 7,417 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $451K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1827 holding.
  • Bank of Montreal first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 12 quarters since.
  • 811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.