Cascade Financial Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Cascade Financial Partners’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	$14.1M	Buy	237,889 +9,557	+4%	+$582K	1.45%	13
2025 Q4	$13.2M	Buy	228,332 +3,277	+1%	+$188K	1.34%	13
2025 Q3	$12.9M	Sell	225,055 -1,181	-0.5%	-$66.5K	1.48%	13
2025 Q2	$12.3M	Buy	226,236 +23,240	+11%	+$1.2M	1.48%	13
2025 Q1	$10.4M	Buy	202,996 +9,758	+5%	+$532K	1.31%	11
2024 Q4	$10.6M	Buy	193,238 +7,565	+4%	+$426K	1.38%	11
2024 Q3	$10.2M	Buy	185,673 +3,631	+2%	+$192K	1.28%	12
2024 Q2	$9.34M	Buy	182,042 +799	+0.4%	+$41.2K	1.23%	12
2024 Q1	$9.22M	Buy	+181,243	New	+$9.01M	1.33%	11

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 $6.98B AUM 18.78% 1-Year Est. Return

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

Cascade Financial Partners's SPMD Position: Q1 2026 in Review

Cascade Financial Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.2% in Q1 2026, buying an estimated $582K and bringing the position to 237,889 shares worth $14.1M. The position accounts for 1.45% of the portfolio, ranked #13.

Cascade Financial Partners first reported a position in SPMD in Q1 2024 and has held it in 9 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Cascade Financial Partners held 237,889 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $14.1M as of Q1 2026.
Cascade Financial Partners bought 9,557 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $582K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.45% of Cascade Financial Partners's portfolio in Q1 2026, its #13 holding.
Cascade Financial Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 9 quarters since.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.