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

BridgePort Financial Solutions’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	$318K	Sell	5,375 -13	-0.2%	-$791	0.09%	169
2025 Q4	$312K	Buy	5,388 +19	+0.4%	+$1.09K	0.08%	180
2025 Q3	$307K	Buy	5,369 +17	+0.3%	+$958	0.08%	176
2025 Q2	$291K	Buy	5,352 +20	+0.4%	+$1.03K	0.1%	155
2025 Q1	$273K	Buy	5,332 +18	+0.3%	+$981	0.12%	137
2024 Q4	$286K	Buy	+5,314	New	+$299K	0.13%	133

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

BridgePort Financial Solutions's SPMD Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.24% in Q1 2026, selling an estimated $791 and leaving 5,375 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #169.

BridgePort Financial Solutions first reported a position in SPMD in Q4 2024 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

BridgePort Financial Solutions held 5,375 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $318K as of Q1 2026.
BridgePort Financial Solutions sold 13 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $791.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of BridgePort Financial Solutions's portfolio in Q1 2026, its #169 holding.
BridgePort Financial Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.