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

Blueprint Financial 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	$1.6M	Sell	27,100 -2,651	-9%	-$161K	0.24%	60
2025 Q4	$1.72M	Buy	29,751 +703	+2%	+$40.4K	0.26%	60
2025 Q3	$1.66M	Buy	29,048 +12,793	+79%	+$721K	0.36%	57
2025 Q2	$884K	Buy	+16,255	New	+$837K	0.28%	52

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Blueprint Financial Advisors's SPMD Position: Q1 2026 in Review

Blueprint Financial Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.9% in Q1 2026, selling an estimated $161K and leaving 27,100 shares worth $1.6M. The position accounts for 0.24% of the portfolio, ranked #60.

Blueprint Financial Advisors first reported a position in SPMD in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.72M in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Blueprint Financial Advisors held 27,100 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.6M as of Q1 2026.
Blueprint Financial Advisors sold 2,651 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $161K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.24% of Blueprint Financial Advisors's portfolio in Q1 2026, its #60 holding.
Blueprint Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
Blueprint Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.72M 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 Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.