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

Continuum Advisory’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	$301K	Sell	5,080 -50	-1%	-$3.04K	0.03%	366
2025 Q4	$297K	Sell	5,130 -5	-0.1%	-$287	0.03%	368
2025 Q3	$294K	Sell	5,135 -253	-5%	-$14.3K	0.03%	362
2025 Q2	$293K	Buy	5,388 +728	+16%	+$37.5K	0.04%	340
2025 Q1	$238K	Sell	4,660 -707	-13%	-$38.5K	0.03%	361
2024 Q4	$294K	Sell	5,367 -14	-0.3%	-$788	0.04%	326
2024 Q3	$306K	Sell	5,381 -38	-0.7%	-$2.01K	0.04%	321
2024 Q2	$278K	Buy	5,419 +1	+0%	+$52	0.04%	318
2024 Q1	$285K	Sell	5,418 -2,828	-34%	-$141K	0.04%	313
2023 Q4	$403K	Sell	8,246 -140	-2%	-$6.24K	0.06%	316
2023 Q3	$367K	Sell	8,386 -8	-0.1%	-$368	0.06%	325
2023 Q2	$385K	Sell	8,394 -41	-0.5%	-$1.79K	0.06%	325
2023 Q1	$371K	Sell	8,435 -806	-9%	-$36.1K	0.06%	309
2022 Q4	$393K	Sell	9,241 -248	-3%	-$10.5K	0.07%	303
2022 Q3	$366K	Sell	9,489 -568	-6%	-$24.1K	0.06%	293
2022 Q2	$399K	Sell	10,057 -166	-2%	-$7.2K	0.07%	288
2022 Q1	$448K	Buy	10,223 +3,883	+61%	+$182K	0.09%	263
2021 Q4	$315K	Sell	6,340 -281	-4%	-$13.7K	0.07%	232
2021 Q3	$306K	Sell	6,621 -92	-1%	-$4.34K	0.08%	224
2021 Q2	$317K	Buy	6,713 +647	+11%	+$30.7K	0.1%	205
2021 Q1	$287K	Sell	6,066 -2	-0%	-$88	0.12%	139
2020 Q4	$245K	Sell	6,068 -1,549	-20%	-$57.4K	0.11%	137
2020 Q3	$252K	Sell	7,617 -1,975	-21%	-$64.9K	0.14%	125
2020 Q2	$298K	Sell	9,592 -62,203	-87%	-$1.82M	0.19%	107
2020 Q1	$1.71M	Sell	71,795 -28,008	-28%	-$916K	1.15%	24
2019 Q4	$3.62M	Buy	99,803 +8,480	+9%	+$296K	2.1%	10
2019 Q3	$3.04M	Buy	91,323 +8,241	+10%	+$278K	2.03%	12
2019 Q2	$2.84M	Buy	83,082 +24,650	+42%	+$830K	1.95%	14
2019 Q1	$1.97M	Sell	58,432 -23,423	-29%	-$766K	1.48%	19
2018 Q4	$2.41M	Sell	81,855 -6,300	-7%	-$205K	1.77%	12
2018 Q3	$3.16M	Buy	88,155 +20,946	+31%	+$758K	2.1%	10
2018 Q2	$2.34M	Buy	67,209 +21,387	+47%	+$736K	1.72%	15
2018 Q1	$1.52M	Buy	+45,822	New	+$1.54M	1.27%	19

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

Continuum Advisory's SPMD Position: Q1 2026 in Review

Continuum Advisory reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.97% in Q1 2026, selling an estimated $3.04K and leaving 5,080 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #366.

Continuum Advisory first reported a position in SPMD in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.62M in Q4 2019. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Continuum Advisory held 5,080 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $301K as of Q1 2026.
Continuum Advisory sold 50 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $3.04K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #366 holding.
Continuum Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 33 quarters since.
Continuum Advisory's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.62M in Q4 2019.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.