Caldwell Sutter Capital’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Caldwell Sutter Capital’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	–	Sell	-24	Closed	-$1.39K	–	899
2025 Q4	$1.39K	Hold	24	–	–	﹤0.01%	779
2025 Q3	$1.37K	Hold	24	–	–	﹤0.01%	774
2025 Q2	$1.3K	Hold	24	–	–	﹤0.01%	759
2025 Q1	$1.23K	Hold	24	–	–	﹤0.01%	779
2024 Q4	$1.31K	Hold	24	–	–	﹤0.01%	797
2024 Q3	$1.31K	Hold	24	–	–	﹤0.01%	797
2024 Q2	$1.23K	Hold	24	–	–	﹤0.01%	812
2024 Q1	$1.28K	Hold	24	–	–	﹤0.01%	803
2023 Q4	$1.17K	Hold	24	–	–	﹤0.01%	818
2023 Q3	$1.05K	Hold	24	–	–	﹤0.01%	793
2023 Q2	$1.1K	Hold	24	–	–	﹤0.01%	784
2023 Q1	$1.05K	Buy	+24	New	+$1.07K	﹤0.01%	520

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

Caldwell Sutter Capital's SPMD Position: Q1 2026 in Review

Caldwell Sutter Capital sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 24 shares — an estimated $1.39K sold.

Caldwell Sutter Capital first reported a position in SPMD in Q1 2023 and held it in 12 quarters. The position peaked at $1.39K in Q4 2025. 815 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Caldwell Sutter Capital reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
Caldwell Sutter Capital sold 24 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $1.39K.
Caldwell Sutter Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and held it in 12 quarters.
Caldwell Sutter Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.39K in Q4 2025.
815 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.