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

Clearstead 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	$417K	Sell	7,049 -699	-9%	-$42.5K	﹤0.01%	760
2025 Q4	$449K	Sell	7,748 -87	-1%	-$5K	0.01%	688
2025 Q3	$448K	Sell	7,835 -1,924	-20%	-$108K	0.01%	668
2025 Q2	$531K	Sell	9,759 -1,501	-13%	-$77.3K	0.01%	597
2025 Q1	$576K	Buy	11,260 +5,692	+102%	+$310K	0.01%	538
2024 Q4	$304K	Buy	5,568 +11	+0.2%	+$619	﹤0.01%	721
2024 Q3	$304K	Buy	5,557 +5,536	+26,362%	+$293K	﹤0.01%	722
2024 Q2	$1.08K	Hold	21	–	–	﹤0.01%	1891
2024 Q1	$1.1K	Hold	21	–	–	﹤0.01%	1394
2023 Q4	$1.02K	Sell	21 -21	-50%	-$936	﹤0.01%	1396
2023 Q3	$1.84K	Buy	42 +21	+100%	+$965	﹤0.01%	1416
2023 Q2	$964	Buy	+21	New	+$917	﹤0.01%	1253
2019 Q1	–	Sell	-22,652	Closed	-$666K	–	265
2018 Q4	$666K	Buy	+22,652	New	+$737K	0.1%	138

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

Clearstead Advisors's SPMD Position: Q1 2026 in Review

Clearstead Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 9% in Q1 2026, selling an estimated $42.5K and leaving 7,049 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Clearstead Advisors first reported a position in SPMD in Q4 2018 and has held it in 13 quarters since. The position peaked at $666K in Q4 2018. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Clearstead Advisors held 7,049 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $417K as of Q1 2026.
Clearstead Advisors sold 699 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $42.5K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #760 holding.
Clearstead Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 13 quarters since.
Clearstead Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $666K in Q4 2018.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.