Creative Planning
SPMD icon

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

Creative Planning’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 		$5.72B Buy
96,641,159
+3,972,550
+4% +$242M 3.88% 5
2025
Q4 		$5.37B Buy
92,668,609
+4,702,547
+5% +$270M 3.84% 5
2025
Q3 		$5.03B Buy
87,966,062
+4,903,905
+6% +$276M 3.84% 4
2025
Q2 		$4.52B Buy
83,062,157
+2,922,150
+4% +$151M 3.86% 4
2025
Q1 		$4.1B Buy
80,140,007
+3,145,403
+4% +$171M 3.86% 4
2024
Q4 		$4.21B Buy
76,994,604
+3,744,485
+5% +$211M 4.09% 4
2024
Q3 		$4.01B Buy
73,250,119
+3,462,382
+5% +$183M 3.97% 5
2024
Q2 		$3.58B Buy
69,787,737
+3,582,178
+5% +$185M 3.82% 5
2024
Q1 		$3.53B Buy
66,205,559
+3,917,111
+6% +$195M 3.91% 5
2023
Q4 		$35.1M Buy
62,288,448
+2,354,215
+4% +$105M 0.07% 166
2023
Q3 		$2.62B Buy
59,934,233
+1,676,572
+3% +$77.1M 3.5% 5
2023
Q2 		$2.67B Buy
58,257,661
+4,659,619
+9% +$204M 3.56% 5
2023
Q1 		$2.36B Buy
53,598,042
+1,868,876
+4% +$83.6M 3.39% 5
2022
Q4 		$2.2B Buy
51,729,166
+3,334,879
+7% +$142M 3.31% 6
2022
Q3 		$1.87B Buy
48,394,287
+2,485,734
+5% +$105M 3.23% 6
2022
Q2 		$1.82B Buy
45,908,553
+1,214,537
+3% +$52.7M 3% 9
2022
Q1 		$2.11B Buy
44,694,016
+2,636,252
+6% +$123M 3.26% 8
2021
Q4 		$2.09B Buy
42,057,764
+3,782,474
+10% +$185M 3.36% 7
2021
Q3 		$1.77B Buy
38,275,290
+3,400,754
+10% +$161M 3.13% 8
2021
Q2 		$1.65B Buy
34,874,536
+2,408,576
+7% +$114M 2.92% 9
2021
Q1 		$1.49B Buy
32,465,960
+3,608,826
+13% +$158M 2.99% 8
2020
Q4 		$1.17B Buy
28,857,134
+3,799,219
+15% +$141M 2.56% 11
2020
Q3 		$818M Buy
25,057,915
+2,252,313
+10% +$74M 2.13% 13
2020
Q2 		$713M Buy
22,805,602
+3,549,669
+18% +$104M 2.06% 12
2020
Q1 		$488M Sell
19,255,933
-1,977
-0% -$64.7K 1.73% 15
2019
Q4 		$698M Buy
19,257,910
+2,613,301
+16% +$91.1M 2.09% 11
2019
Q3 		$564M Buy
16,644,609
+1,964,745
+13% +$66.2M 1.84% 13
2019
Q2 		$500M Buy
14,679,864
+2,093,178
+17% +$70.5M 1.68% 13
2019
Q1 		$420M Buy
12,586,686
+3,214,996
+34% +$105M 1.51% 17
2018
Q4 		$276M Buy
9,371,690
+3,102,983
+49% +$101M 1.13% 20
2018
Q3 		$227M Buy
6,268,707
+3,006,615
+92% +$109M 0.84% 21
2018
Q2 		$114M Buy
3,262,092
+3,112,227
+2,077% +$107M 0.45% 32
2018
Q1 		$4.97M Buy
149,865
+120,111
+404% +$4.05M 0.02% 249
2017
Q4 		$993K Buy
+29,754
New +$976K ﹤0.01% 736
2017
Q1 		– Sell
-270
Closed -$8K – 4888
2016
Q4 		$8K Buy
+270
New +$7.63K ﹤0.01% 3710

Other funds holding SPMD

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Planning's SPMD Position: Q1 2026 in Review

Creative Planning increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.3% in Q1 2026, buying an estimated $242M and bringing the position to 96,641,159 shares worth $5.72B. The position accounts for 3.88% of the portfolio, ranked #5.

Creative Planning first reported a position in SPMD in Q4 2016 and has held it in 35 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Creative Planning held 96,641,159 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.72B as of Q1 2026.
  • Creative Planning bought 3,972,550 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $242M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.88% of Creative Planning's portfolio in Q1 2026, its #5 holding.
  • Creative Planning first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2016 and has held it in 35 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.