Barnes Wealth Management Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Barnes Wealth Management 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	–	Sell	-5,386	Closed	-$312K	–	195
2025 Q4	$312K	Sell	5,386 -4,016	-43%	-$231K	0.17%	119
2025 Q3	$538K	Buy	9,402 +646	+7%	+$36.4K	0.3%	83
2025 Q2	$476K	Sell	8,756 -8,943	-51%	-$461K	0.28%	83
2025 Q1	$906K	Buy	17,699 +1,629	+10%	+$88.8K	0.58%	46
2024 Q4	$879K	Buy	+16,070	New	+$904K	0.59%	45

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

Barnes Wealth Management Group's SPMD Position: Q1 2026 in Review

Barnes Wealth Management Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 5,386 shares — an estimated $312K sold.

Barnes Wealth Management Group first reported a position in SPMD in Q4 2024 and held it in 5 quarters. The position peaked at $906K in Q1 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Barnes Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
Barnes Wealth Management Group sold 5,386 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $312K.
Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and held it in 5 quarters.
Barnes Wealth Management Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $906K in Q1 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 Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.