Bessemer Group
SPMD icon

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

Bessemer 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 		$608K Sell
10,271
-3,484
-25% -$212K ﹤0.01% 1077
2025
Q4 		$796K Sell
13,755
-66
-0.5% -$3.79K ﹤0.01% 1016
2025
Q3 		$790K Buy
13,821
+4,957
+56% +$279K ﹤0.01% 719
2025
Q2 		$482K Hold
8,864
– – ﹤0.01% 829
2025
Q1 		$454K Sell
8,864
-2,750
-24% -$150K ﹤0.01% 900
2024
Q4 		$635K Sell
11,614
-5,050
-30% -$284K ﹤0.01% 844
2024
Q3 		$911K Hold
16,664
– – ﹤0.01% 795
2024
Q2 		$855K Hold
16,664
– – ﹤0.01% 692
2024
Q1 		$889K Sell
16,664
-38
-0.2% -$1.89K ﹤0.01% 691
2023
Q4 		$814K Hold
16,702
– – ﹤0.01% 701
2023
Q3 		$732K Hold
16,702
– – ﹤0.01% 699
2023
Q2 		$767K Hold
16,702
– – ﹤0.01% 694
2023
Q1 		$734K Sell
16,702
-1,235
-7% -$55.3K ﹤0.01% 648
2022
Q4 		$763K Buy
17,937
+1,235
+7% +$52.4K ﹤0.01% 632
2022
Q3 		$643K Sell
16,702
-50
-0.3% -$2.12K ﹤0.01% 672
2022
Q2 		$665K Buy
16,752
+15,714
+1,514% +$682K ﹤0.01% 646
2022
Q1 		$49K Sell
1,038
-30
-3% -$1.4K ﹤0.01% 1085
2021
Q4 		$53K Sell
1,068
-695
-39% -$34K ﹤0.01% 1106
2021
Q3 		$82K Buy
1,763
+38
+2% +$1.79K ﹤0.01% 973
2021
Q2 		$81K Hold
1,725
– – ﹤0.01% 985
2021
Q1 		$79K Hold
1,725
– – ﹤0.01% 926
2020
Q4 		$70K Hold
1,725
– – ﹤0.01% 934
2020
Q3 		$56K Buy
1,725
+5
+0.3% +$164 ﹤0.01% 920
2020
Q2 		$54K Buy
+1,720
New +$50.2K ﹤0.01% 1333

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

Bessemer Group's SPMD Position: Q1 2026 in Review

Bessemer Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 25% in Q1 2026, selling an estimated $212K and leaving 10,271 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Bessemer Group first reported a position in SPMD in Q2 2020 and has held it in 24 quarters since. The position peaked at $911K in Q3 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Bessemer Group held 10,271 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $608K as of Q1 2026.
  • Bessemer Group sold 3,484 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $212K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1077 holding.
  • Bessemer Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Bessemer Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $911K in Q3 2024.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.