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Compass Financial Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Compass Financial Services’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 		– Sell
-553
Closed -$32K – 239
2025
Q4 		$32K Buy
553
+2
+0.4% +$115 0.01% 129
2025
Q3 		$31.5K Buy
551
+2
+0.4% +$113 0.01% 133
2025
Q2 		$29.9K Buy
+549
New +$28.3K 0.01% 128

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Compass Financial Services's SPMD Position: Q1 2026 in Review

Compass Financial Services sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 553 shares — an estimated $32K sold.

Compass Financial Services first reported a position in SPMD in Q2 2025 and held it in 3 quarters. The position peaked at $32K in Q4 2025. 813 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Compass Financial Services reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 553 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $32K.
  • Compass Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and held it in 3 quarters.
  • Compass Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $32K in Q4 2025.
  • 813 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.