CarsonAllaria Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

CarsonAllaria Wealth Management’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 Q2	$7.83M	Buy	115,961 +10,927	+10%	+$703K	3.39%	7
2026 Q1	$6.22M	Buy	105,034 +8,562	+9%	+$521K	3.07%	13
2025 Q4	$5.59M	Buy	96,472 +10,034	+12%	+$576K	2.77%	13
2025 Q3	$4.94M	Buy	86,438 +12,846	+17%	+$724K	2.57%	13
2025 Q2	$4M	Buy	73,592 +12,360	+20%	+$637K	2.15%	15
2025 Q1	$3.13M	Buy	61,232 +28,688	+88%	+$1.56M	1.82%	17
2024 Q4	$1.78M	Buy	32,544 +17,842	+121%	+$1M	1.02%	23
2024 Q3	$804K	Buy	14,702 +13,818	+1,563%	+$731K	0.46%	29
2024 Q2	$45.3K	Hold	884	–	–	0.03%	130
2024 Q1	$47.2K	Hold	884	–	–	0.03%	131
2023 Q4	$43.1K	Sell	884 -849	-49%	-$37.8K	0.03%	124
2023 Q3	$75.9K	Buy	+1,733	New	+$79.7K	0.06%	99

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

CarsonAllaria Wealth Management's SPMD Position: Q2 2026 in Review

CarsonAllaria Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 10% in Q2 2026, buying an estimated $703K and bringing the position to 115,961 shares worth $7.83M. The position accounts for 3.39% of the portfolio, ranked #7.

CarsonAllaria Wealth Management first reported a position in SPMD in Q3 2023 and has held it in 12 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

CarsonAllaria Wealth Management held 115,961 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.83M as of Q2 2026.
CarsonAllaria Wealth Management bought 10,927 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $703K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.39% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #7 holding.
CarsonAllaria Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 12 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.