CPL
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Capital & Planning LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Capital & Planning LLC’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 		$72.7K Buy
+1,228
New +$74.8K 0.04% 50
2025
Q1 		– Sell
-997
Closed -$54.6K – 159
2024
Q4 		$54.6K Buy
+997
New +$56.1K 0.04% 48

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Capital & Planning LLC's SPMD Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 1,228 shares worth $72.7K. The stake represents 0.04% of the portfolio and ranks #50 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in SPMD as recently as Q4 2024.

Capital & Planning LLC first reported a position in SPMD in Q4 2024 and has held it in 2 quarters since. 811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Capital & Planning LLC held 1,228 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $72.7K as of Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Capital & Planning LLC position in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Capital & Planning LLC's portfolio in Q1 2026, its #50 holding.
  • Capital & Planning LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.