Cetera Investment Advisers
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Cetera Investment Advisers’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Cetera Investment Advisers’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 		$16.3M Buy
274,600
+7,845
+3% +$478K 0.02% 789
2025
Q4 		$15.4M Sell
266,755
-59,783
-18% -$3.43M 0.02% 783
2025
Q3 		$18.7M Buy
326,538
+37,482
+13% +$2.11M 0.02% 674
2025
Q2 		$15.7M Buy
289,056
+14,655
+5% +$755K 0.03% 613
2025
Q1 		$14M Buy
274,401
+25,995
+10% +$1.42M 0.03% 602
2024
Q4 		$13.6M Sell
248,406
-16,307
-6% -$918K 0.03% 577
2024
Q3 		$14.5M Buy
264,713
+8,110
+3% +$429K 0.03% 541
2024
Q2 		$13.2M Buy
256,603
+46,199
+22% +$2.38M 0.03% 554
2024
Q1 		$11.2M Buy
210,404
+179,160
+573% +$8.91M 0.03% 626
2023
Q4 		$1.52M Sell
31,244
-17,034
-35% -$759K 0.01% 899
2023
Q3 		$2.11M Buy
48,278
+36,365
+305% +$1.67M 0.02% 724
2023
Q2 		$547K Buy
11,913
+1,300
+12% +$56.8K ﹤0.01% 1402
2023
Q1 		$466K Sell
10,613
-7,985
-43% -$357K ﹤0.01% 1471
2022
Q4 		$790K Buy
+18,598
New +$790K 0.01% 1107
2022
Q2 		– Sell
-4,880
Closed -$230K – 1943
2022
Q1 		$230K Sell
4,880
-2,943
-38% -$138K ﹤0.01% 1629
2021
Q4 		$389K Buy
+7,823
New +$382K 0.01% 1334
2021
Q3 		– Sell
-5,245
Closed -$248K – 1867
2021
Q2 		$248K Buy
+5,245
New +$249K ﹤0.01% 1538

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

Cetera Investment Advisers's SPMD Position: Q1 2026 in Review

Cetera Investment Advisers increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.9% in Q1 2026, buying an estimated $478K and bringing the position to 274,600 shares worth $16.3M. The position accounts for 0.02% of the portfolio, ranked #789.

Cetera Investment Advisers first reported a position in SPMD in Q2 2021 and has held it in 17 quarters since. The position peaked at $18.7M in Q3 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Cetera Investment Advisers held 274,600 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $16.3M as of Q1 2026.
  • Cetera Investment Advisers bought 7,845 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $478K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #789 holding.
  • Cetera Investment Advisers first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 17 quarters since.
  • Cetera Investment Advisers's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $18.7M in Q3 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.