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SPMD icon

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

Covestor’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 		$21K Buy
358
+203
+131% +$12.4K 0.01% 1097
2025
Q4 		$9K Buy
155
+24
+18% +$1.38K ﹤0.01% 1653
2025
Q3 		$7K Buy
131
+6
+5% +$338 ﹤0.01% 1817
2025
Q2 		$7K Buy
125
+86
+221% +$4.43K ﹤0.01% 1718
2025
Q1 		$2K Buy
39
+3
+8% +$164 ﹤0.01% 1885
2024
Q4 		$2K Buy
36
+6
+20% +$338 ﹤0.01% 1938
2024
Q3 		$2K Buy
30
+6
+25% +$317 ﹤0.01% 1856
2024
Q2 		$1K Buy
24
+1
+4% +$52 ﹤0.01% 2120
2024
Q1 		$1K Sell
23
-2
-8% -$99 ﹤0.01% 2108
2023
Q4 		$1K Sell
25
-14
-36% -$624 ﹤0.01% 2034
2023
Q3 		$2K Sell
39
-1
-3% -$46 ﹤0.01% 1850
2023
Q2 		$2K Buy
40
+1
+3% +$44 ﹤0.01% 1867
2023
Q1 		$2K Buy
39
+1
+3% +$45 ﹤0.01% 1789
2022
Q4 		$2K Sell
38
-14
-27% -$594 ﹤0.01% 1808
2022
Q3 		$2K Sell
52
-13
-20% -$551 ﹤0.01% 1735
2022
Q2 		$3K Sell
65
-206
-76% -$8.94K ﹤0.01% 1551
2022
Q1 		$13K Buy
271
+10
+4% +$468 0.01% 1227
2021
Q4 		$13K Buy
+261
New +$12.8K 0.02% 955

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 $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

Covestor's SPMD Position: Q1 2026 in Review

Covestor increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 131% in Q1 2026, buying an estimated $12.4K and bringing the position to 358 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #1097.

Covestor first reported a position in SPMD in Q4 2021 and has held it in 18 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Covestor held 358 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $21K as of Q1 2026.
  • Covestor bought 203 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $12.4K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Covestor's portfolio in Q1 2026, its #1097 holding.
  • Covestor first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 18 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 Covestor's 13F filing for Q1 2026, filed 5 May 2026.