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

Cheviot Value 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	$533	Hold	9	–	–	﹤0.01%	383
2025 Q4	$548	Hold	9	–	–	﹤0.01%	377
2025 Q3	$518	Sell	9 -6	-40%	-$338	﹤0.01%	409
2025 Q2	$822	Hold	15	–	–	﹤0.01%	386
2025 Q1	$770	Buy	+15	New	+$818	﹤0.01%	405

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

Cheviot Value Management's SPMD Position: Q1 2026 in Review

Cheviot Value Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 9 shares worth $533. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Cheviot Value Management first reported a position in SPMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $822 in Q2 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Cheviot Value Management held 9 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $533 as of Q1 2026.
Cheviot Value Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q1 2026, its #383 holding.
Cheviot Value Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
Cheviot Value Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $822 in Q2 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 Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.