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Beacon Pointe Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Beacon Pointe Advisors’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 		$11.2M Buy
189,067
+108,893
+136% +$6.63M 0.06% 288
2025
Q4 		$4.64M Sell
80,174
-2,784
-3% -$160K 0.03% 399
2025
Q3 		$4.74M Sell
82,958
-98,172
-54% -$5.53M 0.04% 360
2025
Q2 		$9.85M Buy
181,130
+7,124
+4% +$367K 0.1% 179
2025
Q1 		$8.91M Sell
174,006
-5,886
-3% -$321K 0.1% 188
2024
Q4 		$9.84M Sell
179,892
-5,556
-3% -$313K 0.11% 171
2024
Q3 		$10.1M Sell
185,448
-971
-0.5% -$51.3K 0.12% 162
2024
Q2 		$9.56M Sell
186,419
-7,305
-4% -$377K 0.11% 163
2024
Q1 		$10.3M Buy
193,724
+1,662
+0.9% +$82.7K 0.11% 174
2023
Q4 		$9.36M Buy
192,062
+2,352
+1% +$105K 0.11% 175
2023
Q3 		$8.31M Sell
189,710
-3,064
-2% -$141K 0.1% 182
2023
Q2 		$8.85M Sell
192,774
-9,180
-5% -$401K 0.14% 139
2023
Q1 		$8.87M Sell
201,954
-3,244
-2% -$145K 0.15% 142
2022
Q4 		$8.72M Buy
205,198
+453
+0.2% +$19.2K 0.17% 130
2022
Q3 		$7.89M Sell
204,745
-243
-0.1% -$10.3K 0.18% 131
2022
Q2 		$8.13M Sell
204,988
-5,515
-3% -$239K 0.17% 132
2022
Q1 		$9.93M Buy
210,503
+12,932
+7% +$605K 0.14% 154
2021
Q4 		$9.83M Buy
197,571
+5,866
+3% +$287K 0.26% 90
2021
Q3 		$8.85M Buy
191,705
+3,243
+2% +$153K 0.22% 112
2021
Q2 		$8.9M Sell
188,462
-882
-0.5% -$41.9K 0.32% 82
2021
Q1 		$8.66M Sell
189,344
-2,911
-2% -$128K 0.53% 44
2020
Q4 		$7.77M Sell
192,255
-1,669
-0.9% -$61.9K 0.53% 41
2020
Q3 		$6.33M Sell
193,924
-2,530
-1% -$83.1K 0.61% 40
2020
Q2 		$6.14M Buy
196,454
+4,677
+2% +$137K 0.61% 39
2020
Q1 		$4.85M Buy
+191,777
New +$6.27M 0.77% 32

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

Beacon Pointe Advisors's SPMD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 136% in Q1 2026, buying an estimated $6.63M and bringing the position to 189,067 shares worth $11.2M. The position accounts for 0.06% of the portfolio, ranked #288.

Beacon Pointe Advisors first reported a position in SPMD in Q1 2020 and has held it in 25 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Beacon Pointe Advisors held 189,067 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $11.2M as of Q1 2026.
  • Beacon Pointe Advisors bought 108,893 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $6.63M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Beacon Pointe Advisors's portfolio in Q1 2026, its #288 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 25 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 Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.