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

Bartlett & Co Wealth Management’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	$29.2K	Hold	460	–	–	﹤0.01%	760
2025 Q4	$26.6K	Hold	460	–	–	﹤0.01%	768
2025 Q3	$26.3K	Hold	460	–	–	﹤0.01%	778
2025 Q2	$25K	Hold	460	–	–	﹤0.01%	778
2025 Q1	$23.5K	Hold	460	–	–	﹤0.01%	792
2024 Q4	$25.2K	Sell	460 -2	-0.4%	-$113	﹤0.01%	771
2024 Q3	$25.3K	Hold	462	–	–	﹤0.01%	777
2024 Q2	$23.7K	Buy	462 +2	+0.4%	+$103	﹤0.01%	792
2024 Q1	$24.5K	Buy	460 +36	+8%	+$1.79K	﹤0.01%	792
2023 Q4	$20.8K	Hold	424	–	–	﹤0.01%	876
2023 Q3	$18.6K	Hold	424	–	–	﹤0.01%	833
2023 Q2	$19.5K	Hold	424	–	–	﹤0.01%	828
2023 Q1	$18.6K	Hold	424	–	–	﹤0.01%	726
2022 Q4	$18K	Hold	424	–	–	﹤0.01%	734
2022 Q3	$16.3K	Hold	424	–	–	﹤0.01%	736
2022 Q2	$16.8K	Buy	+424	New	+$18.4K	﹤0.01%	764
2021 Q4	–	Sell	-286	Closed	-$13.2K	–	811
2021 Q3	$13.2K	Buy	+286	New	+$13.5K	﹤0.01%	677

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

Bartlett & Co Wealth Management's SPMD Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 460 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Bartlett & Co Wealth Management first reported a position in SPMD in Q3 2021 and has held it in 17 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Bartlett & Co Wealth Management held 460 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $29.2K as of Q1 2026.
Bartlett & Co Wealth Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #760 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2021 and has held it in 17 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 Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.