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

Convergence Financial’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	$475K	Buy	8,018 +4,012	+100%	+$244K	0.05%	148
2025 Q4	$232K	Sell	4,006 -19	-0.5%	-$1.09K	0.03%	174
2025 Q3	$230K	Buy	4,025 +6	+0.1%	+$338	0.03%	172
2025 Q2	$219K	Sell	4,019 -182	-4%	-$9.37K	0.04%	171
2025 Q1	$215K	Sell	4,201 -29	-0.7%	-$1.58K	0.04%	164
2024 Q4	$231K	Buy	4,230 +6	+0.1%	+$338	0.05%	147
2024 Q3	$231K	Sell	4,224 -14	-0.3%	-$740	0.05%	147
2024 Q2	$217K	Sell	4,238 -6,480	-60%	-$334K	0.06%	138
2024 Q1	$572K	Buy	10,718 +3,221	+43%	+$160K	0.24%	29
2023 Q4	$365K	Buy	+7,497	New	+$334K	0.16%	28

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

Convergence Financial's SPMD Position: Q1 2026 in Review

Convergence Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 100% in Q1 2026, buying an estimated $244K and bringing the position to 8,018 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #148.

Convergence Financial first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $572K in Q1 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Convergence Financial held 8,018 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $475K as of Q1 2026.
Convergence Financial bought 4,012 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $244K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Convergence Financial's portfolio in Q1 2026, its #148 holding.
Convergence Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 10 quarters since.
Convergence Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $572K in Q1 2024.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.