Brio Consultants’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Brio Consultants’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	$1.41M	Buy	21,927 +57	+0.3%	+$3.47K	0.17%	64
2025 Q4	$1.27M	Sell	21,870 -1,715	-7%	-$98.5K	0.16%	67
2025 Q3	$1.35M	Sell	23,585 -6,045	-20%	-$341K	0.19%	61
2025 Q2	$1.61M	Sell	29,630 -19,873	-40%	-$1.02M	0.24%	56
2025 Q1	$2.53M	Sell	49,503 -1,999	-4%	-$109K	0.4%	44
2024 Q4	$2.82M	Buy	51,502 +118	+0.2%	+$6.64K	0.44%	38
2024 Q3	$2.81M	Sell	51,384 -2,549	-5%	-$135K	0.45%	38
2024 Q2	$2.77M	Sell	53,933 -710	-1%	-$36.6K	0.46%	38
2024 Q1	$2.91M	Sell	54,643 -1,699	-3%	-$84.5K	0.49%	38
2023 Q4	$2.74M	Sell	56,342 -380	-0.7%	-$16.9K	0.49%	38
2023 Q3	$2.48M	Sell	56,722 -1,220	-2%	-$56.1K	0.47%	40
2023 Q2	$2.66M	Sell	57,942 -2,942	-5%	-$129K	0.48%	40
2023 Q1	$2.68M	Sell	60,884 -102	-0.2%	-$4.57K	0.5%	42
2022 Q4	$2.59M	Buy	60,986 +922	+2%	+$39.1K	0.52%	40
2022 Q3	$2.45M	Buy	60,064 +54,446	+969%	+$2.31M	0.52%	39
2022 Q2	$225K	Buy	+5,618	New	+$244K	0.05%	75
2021 Q2	–	Sell	-3,120	Closed	-$143K	–	77
2021 Q1	$143K	Buy	+3,120	New	+$137K	0.04%	72
2020 Q2	–	Sell	-48,998	Closed	-$1.24M	–	77
2020 Q1	$1.24M	Buy	48,998 +1,744	+4%	+$57K	0.5%	28
2019 Q4	$1.71M	Sell	47,254 -71,241	-60%	-$2.48M	0.58%	28
2019 Q3	$4.02M	Buy	118,495 +8,464	+8%	+$285K	1.5%	20
2019 Q2	$3.75M	Buy	110,031 +5,240	+5%	+$176K	1.51%	19
2019 Q1	$3.49M	Sell	104,791 -15,636	-13%	-$511K	1.55%	21
2018 Q4	$3.54M	Buy	+120,427	New	+$3.92M	1.82%	15

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

Brio Consultants's SPMD Position: Q1 2026 in Review

Brio Consultants increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.26% in Q1 2026, buying an estimated $3.47K and bringing the position to 21,927 shares worth $1.41M. The position accounts for 0.17% of the portfolio, ranked #64.

Brio Consultants first reported a position in SPMD in Q4 2018 and has held it in 23 quarters since. The position peaked at $4.02M in Q3 2019. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Brio Consultants held 21,927 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.41M as of Q1 2026.
Brio Consultants bought 57 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $3.47K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.17% of Brio Consultants's portfolio in Q1 2026, its #64 holding.
Brio Consultants first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 23 quarters since.
Brio Consultants's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.02M in Q3 2019.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.