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

Claro Advisors’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	$507K	Buy	8,553 +253	+3%	+$15.4K	0.06%	235
2025 Q4	$481K	Sell	8,300 -76	-0.9%	-$4.37K	0.07%	229
2025 Q3	$479K	Sell	8,376 -492	-6%	-$27.7K	0.07%	229
2025 Q2	$482K	Buy	8,868 +887	+11%	+$45.7K	0.08%	210
2025 Q1	$408K	Buy	7,981 +1,341	+20%	+$73.1K	0.05%	313
2024 Q4	$363K	Buy	6,640 +931	+16%	+$52.4K	0.05%	310
2024 Q3	$312K	Buy	5,709 +111	+2%	+$5.87K	0.04%	367
2024 Q2	$287K	Buy	5,598 +50	+0.9%	+$2.58K	0.04%	334
2024 Q1	$296K	Buy	5,548 +18	+0.3%	+$895	0.05%	326
2023 Q4	$269K	Buy	+5,530	New	+$246K	0.06%	304

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 $6.98B AUM 18.78% 1-Year Est. Return

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

Claro Advisors's SPMD Position: Q1 2026 in Review

Claro Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3% in Q1 2026, buying an estimated $15.4K and bringing the position to 8,553 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #235.

Claro Advisors first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Claro Advisors held 8,553 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $507K as of Q1 2026.
Claro Advisors bought 253 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $15.4K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Claro Advisors's portfolio in Q1 2026, its #235 holding.
Claro Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 10 quarters since.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.