CF
SPMD icon

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

Centaurus Financial’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 		$681K Buy
11,507
+9,586
+499% +$584K 0.03% 438
2025
Q4 		$111K Sell
1,921
-33
-2% -$1.9K 0.01% 992
2025
Q3 		$112K Sell
1,954
-45,805
-96% -$2.58M 0.01% 985
2025
Q2 		$2.6M Buy
47,759
+1,061
+2% +$54.6K 0.15% 155
2025
Q1 		$2.39M Sell
46,698
-563
-1% -$30.7K 0.14% 149
2024
Q4 		$2.58M Buy
47,261
+1,959
+4% +$110K 0.16% 134
2024
Q3 		$2.48M Buy
45,302
+526
+1% +$27.8K 0.16% 138
2024
Q2 		$2.3M Buy
44,776
+1,882
+4% +$97.1K 0.15% 141
2024
Q1 		$2.29M Sell
42,894
-391
-0.9% -$19.4K 0.16% 138
2023
Q4 		$2.11M Buy
+43,285
New +$1.93M 0.16% 134
2023
Q1 		– Sell
-6,275
Closed -$267K – 940
2022
Q4 		$267K Buy
6,275
+178
+3% +$7.56K 0.03% 523
2022
Q3 		$235K Sell
6,097
-529
-8% -$22.4K 0.02% 565
2022
Q2 		$263K Sell
6,626
-60,283
-90% -$2.61M 0.03% 526
2022
Q1 		$3.15M Buy
66,909
+3,792
+6% +$177K 0.25% 103
2021
Q4 		$3.14M Buy
63,117
+3,470
+6% +$170K 0.24% 108
2021
Q3 		$2.75M Buy
59,647
+4,438
+8% +$210K 0.23% 104
2021
Q2 		$2.61M Buy
55,209
+924
+2% +$43.8K 0.22% 111
2021
Q1 		$2.48M Buy
54,285
+6,642
+14% +$292K 0.25% 104
2020
Q4 		$1.93M Buy
47,643
+4,413
+10% +$164K 0.2% 119
2020
Q3 		$1.41M Buy
43,230
+3,097
+8% +$102K 0.2% 126
2020
Q2 		$1.25M Buy
40,133
+742
+2% +$21.7K 0.19% 140
2020
Q1 		$998K Buy
39,391
+3,416
+9% +$112K 0.2% 131
2019
Q4 		$1.3M Buy
35,975
+5,758
+19% +$201K 0.18% 131
2019
Q3 		$1.02M Buy
30,217
+5,997
+25% +$202K 0.16% 156
2019
Q2 		$825K Buy
24,220
+23,503
+3,278% +$791K 0.13% 188
2019
Q1 		$21.5K Buy
717
+313
+77% +$10.2K 0.13% 148
2018
Q4 		$14 Buy
404
+398
+6,633% +$13K 0.1% 161
2018
Q3 		$232 Sell
6
-5,548
-100% -$201K 0.04% 356
2018
Q2 		$194K Buy
+5,554
New +$191K 0.03% 524

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Centaurus Financial's SPMD Position: Q1 2026 in Review

Centaurus Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 499% in Q1 2026, buying an estimated $584K and bringing the position to 11,507 shares worth $681K. The position accounts for 0.03% of the portfolio, ranked #438.

Centaurus Financial first reported a position in SPMD in Q2 2018 and has held it in 29 quarters since. The position peaked at $3.15M in Q1 2022. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Centaurus Financial held 11,507 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $681K as of Q1 2026.
  • Centaurus Financial bought 9,586 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $584K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Centaurus Financial's portfolio in Q1 2026, its #438 holding.
  • Centaurus Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 29 quarters since.
  • Centaurus Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.15M in Q1 2022.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.