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

Cassaday & Co 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 Q1	$363K	Buy	6,124 +362	+6%	+$22K	0.01%	267
2025 Q4	$334K	Buy	5,762 +684	+13%	+$39.3K	0.01%	268
2025 Q3	$290K	Buy	5,078 +19	+0.4%	+$1.07K	0.01%	283
2025 Q2	$275K	Buy	5,059 +4	+0.1%	+$206	0.01%	287
2025 Q1	$259K	Sell	5,055 -898	-15%	-$49K	0.01%	279
2024 Q4	$326K	Buy	5,953 +528	+10%	+$29.7K	0.01%	245
2024 Q3	$297K	Buy	5,425 +23	+0.4%	+$1.22K	0.01%	240
2024 Q2	$277K	Sell	5,402 -1,896	-26%	-$97.8K	0.01%	235
2024 Q1	$389K	Buy	7,298 +1,587	+28%	+$78.9K	0.01%	193
2023 Q4	$278K	Buy	+5,711	New	+$254K	0.01%	212
2023 Q1	–	Sell	-4,797	Closed	-$204K	–	265
2022 Q4	$204K	Buy	+4,797	New	+$204K	0.01%	240

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

Cassaday & Co Wealth Management's SPMD Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.3% in Q1 2026, buying an estimated $22K and bringing the position to 6,124 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #267.

Cassaday & Co Wealth Management first reported a position in SPMD in Q4 2022 and has held it in 11 quarters since. The position peaked at $389K in Q1 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Cassaday & Co Wealth Management held 6,124 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $363K as of Q1 2026.
Cassaday & Co Wealth Management bought 362 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $22K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #267 holding.
Cassaday & Co Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 11 quarters since.
Cassaday & Co Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $389K in Q1 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 Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.