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Beckerman Institutional’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Beckerman Institutional’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 		$360K Hold
6,081
– – 0.19% 96
2025
Q4 		$352K Hold
6,081
– – 0.2% 97
2025
Q3 		$348K Hold
6,081
– – 0.2% 91
2025
Q2 		$331K Hold
6,081
– – 0.22% 87
2025
Q1 		$311K Hold
6,081
– – 0.23% 85
2024
Q4 		$333K Hold
6,081
– – 0.27% 79
2024
Q3 		$333K Buy
+6,081
New +$322K 0.28% 79

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

Beckerman Institutional's SPMD Position: Q1 2026 in Review

Beckerman Institutional held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 6,081 shares worth $360K. The position accounts for 0.19% of the portfolio, ranked #96.

Beckerman Institutional first reported a position in SPMD in Q3 2024 and has held it in 7 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Beckerman Institutional held 6,081 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $360K as of Q1 2026.
  • Beckerman Institutional 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 0.19% of Beckerman Institutional's portfolio in Q1 2026, its #96 holding.
  • Beckerman Institutional first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 7 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 Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.