CIAS
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Capital Investment Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Capital Investment Advisory Services’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 		$3.9M Buy
65,850
+8,410
+15% +$512K 0.28% 83
2025
Q4 		$3.33M Sell
57,440
-906
-2% -$52K 0.24% 99
2025
Q3 		$3.34M Buy
58,346
+11,777
+25% +$663K 0.26% 92
2025
Q2 		$2.53M Sell
46,569
-93,065
-67% -$4.79M 0.21% 114
2025
Q1 		$7.15M Buy
139,634
+8,677
+7% +$473K 0.64% 31
2024
Q4 		$7.16M Sell
130,957
-934
-0.7% -$52.6K 0.69% 31
2024
Q3 		$7.21M Sell
131,891
-318
-0.2% -$16.8K 0.68% 33
2024
Q2 		$6.78M Sell
132,209
-30,874
-19% -$1.59M 0.7% 33
2024
Q1 		$8.7M Sell
163,083
-76,539
-32% -$3.81M 0.93% 17
2023
Q4 		$11.7M Sell
239,622
-9,375
-4% -$418K 1.08% 15
2023
Q3 		$10.9M Buy
248,997
+3,858
+2% +$177K 1.07% 13
2023
Q2 		$11.2M Buy
245,139
+13,491
+6% +$589K 1.11% 13
2023
Q1 		$10.2M Sell
231,648
-6,434
-3% -$288K 1.2% 13
2022
Q4 		$10.1M Buy
238,082
+40,282
+20% +$1.71M 1.2% 13
2022
Q3 		$7.63M Buy
197,800
+37,702
+24% +$1.6M 0.99% 19
2022
Q2 		$6.35M Buy
160,098
+12,426
+8% +$539K 0.77% 20
2022
Q1 		$6.96M Buy
147,672
+21,572
+17% +$1.01M 0.76% 19
2021
Q4 		$6.27M Buy
126,100
+9,105
+8% +$445K 0.74% 25
2021
Q3 		$5.4M Buy
116,995
+25,059
+27% +$1.18M 0.68% 25
2021
Q2 		$4.34M Buy
91,936
+10,014
+12% +$475K 0.55% 31
2021
Q1 		$3.75M Buy
81,922
+57,697
+238% +$2.53M 0.53% 41
2020
Q4 		$979K Buy
24,225
+1,937
+9% +$71.8K 0.15% 147
2020
Q3 		$727K Sell
22,288
-220
-1% -$7.23K 0.14% 153
2020
Q2 		$703K Buy
22,508
+2,803
+14% +$81.9K 0.14% 139
2020
Q1 		$499K Buy
19,705
+7,273
+59% +$238K 0.12% 159
2019
Q4 		$450K Buy
12,432
+1,377
+12% +$48K 0.12% 171
2019
Q3 		$375K Buy
11,055
+1,390
+14% +$46.8K 0.1% 182
2019
Q2 		$327K Buy
9,665
+485
+5% +$16.3K 0.1% 209
2019
Q1 		$306K Sell
9,180
-742
-7% -$24.3K 0.11% 166
2018
Q4 		$292K Sell
9,922
-15,722
-61% -$512K 0.12% 150
2018
Q3 		$927K Buy
25,644
+4,325
+20% +$156K 0.43% 57
2018
Q2 		$744K Buy
21,319
+4,369
+26% +$150K 0.37% 68
2018
Q1 		$562K Buy
16,950
+6,023
+55% +$203K 0.31% 80
2017
Q4 		$365K Buy
+10,927
New +$358K 0.21% 119

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 $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Capital Investment Advisory Services's SPMD Position: Q1 2026 in Review

Capital Investment Advisory Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 15% in Q1 2026, buying an estimated $512K and bringing the position to 65,850 shares worth $3.9M. The position accounts for 0.28% of the portfolio, ranked #83.

Capital Investment Advisory Services first reported a position in SPMD in Q4 2017 and has held it in 34 quarters since. The position peaked at $11.7M in Q4 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Capital Investment Advisory Services held 65,850 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.9M as of Q1 2026.
  • Capital Investment Advisory Services bought 8,410 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $512K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.28% of Capital Investment Advisory Services's portfolio in Q1 2026, its #83 holding.
  • Capital Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Capital Investment Advisory Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $11.7M in Q4 2023.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.