Brighton Jones LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Brighton Jones LLC’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	$696K	Buy	+11,750	New	+$715K	0.02%	565
2025 Q4	–	Sell	-6,874	Closed	-$393K	–	822
2025 Q3	$393K	Sell	6,874 -138	-2%	-$7.78K	0.01%	709
2025 Q2	$381K	Sell	7,012 -1,461	-17%	-$75.2K	0.01%	630
2025 Q1	$434K	Buy	8,473 +1,926	+29%	+$105K	0.01%	432
2024 Q4	$358K	Buy	6,547 +2,282	+54%	+$128K	0.01%	468
2024 Q3	$233K	Sell	4,265 -58	-1%	-$3.07K	0.01%	494
2024 Q2	$222K	Buy	+4,323	New	+$223K	0.01%	551

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 $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $4.84B AUM 25.68% 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

Brighton Jones LLC's SPMD Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 11,750 shares worth $696K. The stake represents 0.02% of the portfolio and ranks #565 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SPMD as recently as Q3 2025.

Brighton Jones LLC first reported a position in SPMD in Q2 2024 and has held it in 7 quarters since. 811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Brighton Jones LLC held 11,750 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $696K as of Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Brighton Jones LLC position in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #565 holding.
Brighton Jones LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 7 quarters since.
811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.