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

Compton Financial 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
2026
Q1 		$1.31M Sell
22,039
-4,641
-17% -$283K 0.29% 28
2025
Q4 		$1.55M Sell
26,680
-502
-2% -$28.8K 0.35% 15
2025
Q3 		$1.55M Buy
27,182
+105
+0.4% +$5.92K 0.37% 17
2025
Q2 		$1.47M Sell
27,077
-283
-1% -$14.6K 0.38% 17
2025
Q1 		$1.4M Buy
+27,360
New +$1.49M 0.4% 20

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Compton Financial Group's SPMD Position: Q1 2026 in Review

Compton Financial Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 17% in Q1 2026, selling an estimated $283K and leaving 22,039 shares worth $1.31M. The position accounts for 0.29% of the portfolio, ranked #28.

Compton Financial Group first reported a position in SPMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.55M in Q3 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Compton Financial Group held 22,039 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.31M as of Q1 2026.
  • Compton Financial Group sold 4,641 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $283K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.29% of Compton Financial Group's portfolio in Q1 2026, its #28 holding.
  • Compton Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Compton Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.55M in Q3 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Compton Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.