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

BIP Wealth’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 		$831K Sell
14,026
-3,551
-20% -$216K 0.03% 227
2025
Q4 		$1.02M Sell
17,577
-526
-3% -$30.2K 0.04% 214
2025
Q3 		$1.04M Sell
18,103
-1,579
-8% -$89K 0.05% 123
2025
Q2 		$1.07M Sell
19,682
-820
-4% -$42.2K 0.07% 96
2025
Q1 		$1.05M Sell
20,502
-2,629
-11% -$143K 0.07% 96
2024
Q4 		$1.27M Sell
23,131
-701
-3% -$39.5K 0.08% 87
2024
Q3 		$1.3M Buy
23,832
+5,505
+30% +$291K 0.09% 79
2024
Q2 		$940K Sell
18,327
-5,533
-23% -$285K 0.08% 80
2024
Q1 		$1.27M Sell
23,860
-1,061
-4% -$52.8K 0.09% 73
2023
Q4 		$1.21M Sell
24,921
-736
-3% -$32.8K 0.1% 77
2023
Q3 		$1.12M Sell
25,657
-2,797
-10% -$129K 0.1% 70
2023
Q2 		$1.31M Buy
28,454
+2,447
+9% +$107K 0.11% 71
2023
Q1 		$1.14M Buy
+26,007
New +$1.16M 0.13% 72

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

BIP Wealth's SPMD Position: Q1 2026 in Review

BIP Wealth reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 20% in Q1 2026, selling an estimated $216K and leaving 14,026 shares worth $831K. The position accounts for 0.03% of the portfolio, ranked #227.

BIP Wealth first reported a position in SPMD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.31M in Q2 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • BIP Wealth held 14,026 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $831K as of Q1 2026.
  • BIP Wealth sold 3,551 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $216K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #227 holding.
  • BIP Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.31M in Q2 2023.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.