Chevy Chase Trust’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Chevy Chase Trust’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	$389K	Hold	6,566	–	–	﹤0.01%	605
2025 Q4	$380K	Hold	6,566	–	–	﹤0.01%	605
2025 Q3	$376K	Hold	6,566	–	–	﹤0.01%	600
2025 Q2	$357K	Hold	6,566	–	–	﹤0.01%	605
2025 Q1	$336K	Hold	6,566	–	–	﹤0.01%	606
2024 Q4	$359K	Buy	+6,566	New	+$370K	﹤0.01%	603
2023 Q3	–	Sell	-6,800	Closed	-$312K	–	626
2023 Q2	$312K	Sell	6,800 -1,648	-20%	-$72K	﹤0.01%	596
2023 Q1	$371K	Hold	8,448	–	–	﹤0.01%	598
2022 Q4	$359K	Sell	8,448 -2,302	-21%	-$97.7K	﹤0.01%	613
2022 Q3	$415K	Hold	10,750	–	–	﹤0.01%	593
2022 Q2	$427K	Sell	10,750 -824	-7%	-$35.7K	﹤0.01%	591
2022 Q1	$546K	Buy	+11,574	New	+$541K	﹤0.01%	594

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

Chevy Chase Trust's SPMD Position: Q1 2026 in Review

Chevy Chase Trust held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 6,566 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Chevy Chase Trust first reported a position in SPMD in Q1 2022 and has held it in 12 quarters since. The position peaked at $546K in Q1 2022. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Chevy Chase Trust held 6,566 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $389K as of Q1 2026.
Chevy Chase Trust 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 Chevy Chase Trust's portfolio in Q1 2026, its #605 holding.
Chevy Chase Trust first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 12 quarters since.
Chevy Chase Trust's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $546K 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 Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.