Comprehensive Money Management Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Comprehensive Money Management 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	$1.09M	Buy	18,400 +530	+3%	+$32.3K	0.71%	47
2025 Q4	$1.03M	Buy	17,870 +20	+0.1%	+$1.15K	0.71%	47
2025 Q3	$1.02M	Sell	17,850 -30	-0.2%	-$1.69K	0.72%	47
2025 Q2	$972K	Buy	17,880 +295	+2%	+$15.2K	0.74%	43
2025 Q1	$900K	Sell	17,585 -119	-0.7%	-$6.49K	0.73%	45
2024 Q4	$968K	Buy	+17,704	New	+$996K	0.8%	38

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

Comprehensive Money Management Services's SPMD Position: Q1 2026 in Review

Comprehensive Money Management Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3% in Q1 2026, buying an estimated $32.3K and bringing the position to 18,400 shares worth $1.09M. The position accounts for 0.71% of the portfolio, ranked #47.

Comprehensive Money Management Services first reported a position in SPMD in Q4 2024 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Comprehensive Money Management Services held 18,400 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.09M as of Q1 2026.
Comprehensive Money Management Services bought 530 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $32.3K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.71% of Comprehensive Money Management Services's portfolio in Q1 2026, its #47 holding.
Comprehensive Money Management Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 6 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 Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.