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

Caitlin John’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	$667K	Sell	11,259 -1,577	-12%	-$96K	0.4%	40
2025 Q4	$743K	Buy	12,836 +5,485	+75%	+$315K	0.49%	43
2025 Q3	$420K	Buy	7,351 +2,015	+38%	+$114K	0.29%	73
2025 Q2	$290K	Buy	+5,336	New	+$275K	0.26%	100
2025 Q1	–	Sell	-1,013	Closed	-$55.4K	–	694
2024 Q4	$55.4K	Sell	1,013 -16	-2%	-$900	0.04%	216
2024 Q3	$59.1K	Buy	1,029 +292	+40%	+$15.4K	0.04%	216
2024 Q2	$37.8K	Buy	737 +230	+45%	+$11.9K	0.03%	282
2024 Q1	$27K	Sell	507 -64	-11%	-$3.18K	0.02%	312
2023 Q4	$27.8K	Buy	+571	New	+$25.4K	0.02%	292

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

Caitlin John's SPMD Position: Q1 2026 in Review

Caitlin John reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q1 2026, selling an estimated $96K and leaving 11,259 shares worth $667K. The position accounts for 0.4% of the portfolio, ranked #40.

Caitlin John first reported a position in SPMD in Q4 2023 and has held it in 9 quarters since. The position peaked at $743K in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Caitlin John held 11,259 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $667K as of Q1 2026.
Caitlin John sold 1,577 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $96K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.4% of Caitlin John's portfolio in Q1 2026, its #40 holding.
Caitlin John first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $743K in Q4 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 Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.