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

Caldwell Trust’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 		$44.9K Hold
758
– – ﹤0.01% 505
2025
Q4 		$43.9K Buy
+758
New +$43.5K ﹤0.01% 498
2022
Q2 		– Sell
-245
Closed -$11.6K – 760
2022
Q1 		$11.6K Buy
+245
New +$11.5K ﹤0.01% 631

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Caldwell Trust's SPMD Position: Q1 2026 in Review

Caldwell Trust held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 758 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Caldwell Trust first reported a position in SPMD in Q1 2022 and has held it in 3 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Caldwell Trust held 758 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $44.9K as of Q1 2026.
  • Caldwell Trust left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #505 holding.
  • Caldwell Trust first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 3 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.