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

Creative Financial Designs’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 		$628K Buy
10,601
+2,811
+36% +$171K 0.04% 295
2025
Q4 		$451K Buy
7,790
+687
+10% +$39.5K 0.03% 339
2025
Q3 		$406K Sell
7,103
-5,794
-45% -$326K 0.03% 357
2025
Q2 		$701K Buy
12,897
+501
+4% +$25.8K 0.05% 270
2025
Q1 		$634K Buy
12,396
+2,354
+23% +$128K 0.05% 258
2024
Q4 		$549K Buy
10,042
+3,716
+59% +$209K 0.04% 274
2024
Q3 		$346K Buy
6,326
+2,164
+52% +$114K 0.03% 342
2024
Q2 		$214K Buy
4,162
+392
+10% +$20.2K 0.02% 415
2024
Q1 		$201K Sell
3,770
-2
-0.1% -$99 0.02% 415
2023
Q4 		$184K Sell
3,772
-108
-3% -$4.81K 0.02% 403
2023
Q3 		$170K Sell
3,880
-75
-2% -$3.45K 0.02% 367
2023
Q2 		$181K Sell
3,955
-340
-8% -$14.9K 0.02% 360
2023
Q1 		$189K Sell
4,295
-64
-1% -$2.87K 0.02% 336
2022
Q4 		$185K Hold
4,359
– – 0.03% 321
2022
Q3 		$168K Sell
4,359
-190
-4% -$8.06K 0.03% 331
2022
Q2 		$181K Sell
4,549
-183
-4% -$7.94K 0.03% 314
2022
Q1 		$223K Buy
4,732
+179
+4% +$8.37K 0.03% 280
2021
Q4 		$226K Buy
4,553
+399
+10% +$19.5K 0.03% 289
2021
Q3 		$192K Buy
4,154
+14
+0.3% +$661 0.03% 303
2021
Q2 		$195K Sell
4,140
-435
-10% -$20.6K 0.03% 298
2021
Q1 		$209K Buy
4,575
+1,211
+36% +$53.1K 0.04% 264
2020
Q4 		$136K Buy
3,364
+119
+4% +$4.41K 0.03% 320
2020
Q3 		$106K Buy
3,245
+3,094
+2,049% +$102K 0.03% 330
2020
Q2 		$5K Buy
151
+65
+76% +$1.9K ﹤0.01% 880
2020
Q1 		$2K Sell
86
-214
-71% -$7K ﹤0.01% 451
2019
Q4 		$11K Buy
+300
New +$10.5K ﹤0.01% 389

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

Creative Financial Designs's SPMD Position: Q1 2026 in Review

Creative Financial Designs increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 36% in Q1 2026, buying an estimated $171K and bringing the position to 10,601 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #295.

Creative Financial Designs first reported a position in SPMD in Q4 2019 and has held it in 26 quarters since. The position peaked at $701K in Q2 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Creative Financial Designs held 10,601 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $628K as of Q1 2026.
  • Creative Financial Designs bought 2,811 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $171K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Creative Financial Designs's portfolio in Q1 2026, its #295 holding.
  • Creative Financial Designs first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Creative Financial Designs's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $701K in Q2 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 Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.