Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$225K	Sell	3,793 -11	-0.3%	-$670	0.09%	89
2025 Q4	$220K	Sell	3,804 -145	-4%	-$8.33K	0.09%	76
2025 Q3	$226K	Sell	3,949 -1,116	-22%	-$62.9K	0.1%	73
2025 Q2	$275K	Sell	5,065 -2,422	-32%	-$125K	0.26%	45
2025 Q1	$383K	Sell	7,487 -17,445	-70%	-$951K	0.22%	57
2024 Q4	$1.36M	Buy	+24,932	New	+$1.4M	0.73%	32
2023 Q1	–	Sell	-16,940	Closed	-$720K	–	61
2022 Q4	$720K	Sell	16,940 -3,067	-15%	-$130K	0.77%	30
2022 Q3	$771K	Buy	20,007 +788	+4%	+$33.4K	0.99%	27
2022 Q2	$763K	Buy	19,219 +1,278	+7%	+$55.4K	0.92%	27
2022 Q1	$846K	Buy	17,941 +462	+3%	+$21.6K	0.85%	28
2021 Q4	$869K	Buy	+17,479	New	+$854K	0.71%	29

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 $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $4.6B 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s SPMD Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.29% in Q1 2026, selling an estimated $670 and leaving 3,793 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #89.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPMD in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.36M in Q4 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 3,793 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $225K as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) sold 11 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $670.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #89 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 11 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.36M in Q4 2024.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.