Bradley Foster & Sargent’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bradley Foster & Sargent’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	$1.68M	Sell	28,444 -3,728	-12%	-$227K	0.03%	242
2025 Q4	$1.86M	Sell	32,172 -1,573	-5%	-$90.4K	0.03%	234
2025 Q3	$1.93M	Sell	33,745 -1,600	-5%	-$90.1K	0.03%	230
2025 Q2	$1.92M	Buy	+35,345	New	+$1.82M	0.03%	219

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 $5.77B AUM 14.56% 1-Year Est. Return

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

Bradley Foster & Sargent's SPMD Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q1 2026, selling an estimated $227K and leaving 28,444 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #242.

Bradley Foster & Sargent first reported a position in SPMD in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.93M in Q3 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Bradley Foster & Sargent held 28,444 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.68M as of Q1 2026.
Bradley Foster & Sargent sold 3,728 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $227K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Bradley Foster & Sargent's portfolio in Q1 2026, its #242 holding.
Bradley Foster & Sargent 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.
Bradley Foster & Sargent's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.93M in Q3 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 Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.