CIBC Private Wealth Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$1.14M	Buy	19,694 +73	+0.4%	+$4.19K	﹤0.01%	677
2025 Q3	$1.12M	Hold	19,621	–	–	﹤0.01%	673
2025 Q2	$1.07M	Hold	19,621	–	–	﹤0.01%	659
2025 Q1	$881K	Buy	19,621 +2,046	+12%	+$112K	﹤0.01%	668
2024 Q4	$969K	Buy	17,575 +1,220	+7%	+$68.7K	﹤0.01%	700
2024 Q3	$894K	Buy	16,355 +100	+0.6%	+$5.29K	﹤0.01%	714
2024 Q2	$829K	Hold	16,255	–	–	﹤0.01%	700
2024 Q1	$862K	Buy	16,255 +5,335	+49%	+$265K	﹤0.01%	701
2023 Q4	$532K	Buy	+10,920	New	+$486K	﹤0.01%	783

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

CIBC Private Wealth Group's SPMD Position: Q4 2025 in Review

CIBC Private Wealth Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.37% in Q4 2025, buying an estimated $4.19K and bringing the position to 19,694 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #677.

CIBC Private Wealth Group first reported a position in SPMD in Q4 2023 and has held it in 9 quarters since. 793 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

CIBC Private Wealth Group held 19,694 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.14M as of Q4 2025.
CIBC Private Wealth Group bought 73 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $4.19K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #677 holding.
CIBC Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 9 quarters since.
793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.