Brown, Lisle/Cummings’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Brown, Lisle/Cummings’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	$40.8K	Buy	+689	New	+$41.9K	0.01%	384

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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 $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Brown, Lisle/Cummings's SPMD Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 689 shares worth $40.8K. The stake represents 0.01% of the portfolio and ranks #384 among its holdings.

811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Brown, Lisle/Cummings held 689 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $40.8K as of Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Brown, Lisle/Cummings position in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #384 holding.
811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.