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

Bleakley Financial 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 		– Sell
-11,467
Closed -$664K – 788
2025
Q4 		$664K Buy
+11,467
New +$659K 0.01% 546
2025
Q1 		– Sell
-4,111
Closed -$225K – 919
2024
Q4 		$225K Buy
+4,111
New +$231K 0.01% 915

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

Bleakley Financial Group's SPMD Position: Q1 2026 in Review

Bleakley Financial Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 11,467 shares — an estimated $664K sold.

Bleakley Financial Group first reported a position in SPMD in Q4 2024 and held it in 2 quarters. The position peaked at $664K in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Bleakley Financial Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Bleakley Financial Group sold 11,467 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $664K.
  • Bleakley Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and held it in 2 quarters.
  • Bleakley Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $664K in Q4 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.