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

Capital CS Group’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	-4,495	Closed	-$260K	–	85
2025 Q4	$260K	Buy	4,495 +256	+6%	+$14.7K	0.4%	42
2025 Q3	$242K	Buy	4,239 +323	+8%	+$18.2K	0.38%	48
2025 Q2	$213K	Sell	3,916 -21	-0.5%	-$1.08K	0.35%	53
2025 Q1	$201K	Buy	+3,937	New	+$215K	0.33%	40
2024 Q1	–	Sell	-9,242	Closed	-$450K	–	128
2023 Q4	$450K	Buy	9,242 +1,195	+15%	+$53.2K	0.49%	28
2023 Q3	$352K	Sell	8,047 -1,496	-16%	-$68.8K	0.42%	34
2023 Q2	$438K	Buy	+9,543	New	+$417K	0.44%	26

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 $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 $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 $4.84B 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

Capital CS Group's SPMD Position: Q1 2026 in Review

Capital CS Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 4,495 shares — an estimated $260K sold.

Capital CS Group first reported a position in SPMD in Q2 2023 and held it in 7 quarters. The position peaked at $450K in Q4 2023. 809 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Capital CS Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
Capital CS Group sold 4,495 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $260K.
Capital CS Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and held it in 7 quarters.
Capital CS Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $450K in Q4 2023.
809 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Capital CS Group's 13F filing for Q1 2026, filed 13 May 2026.