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SPMD icon

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

CreativeOne Wealth’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 		$2.08M Buy
35,089
+6,919
+25% +$421K 0.05% 349
2025
Q4 		$1.63M Buy
28,170
+1,656
+6% +$95.1K 0.04% 388
2025
Q3 		$1.52M Buy
26,514
+1,374
+5% +$77.4K 0.04% 405
2025
Q2 		$1.37M Sell
25,140
-9,950
-28% -$512K 0.04% 445
2025
Q1 		$1.8M Buy
35,090
+5,011
+17% +$273K 0.05% 327
2024
Q4 		$1.65M Buy
30,079
+14,202
+89% +$799K 0.05% 329
2024
Q3 		$868K Buy
15,877
+1,810
+13% +$95.7K 0.03% 471
2024
Q2 		$722K Sell
14,067
-13,242
-48% -$683K 0.04% 394
2024
Q1 		$1.46M Sell
27,309
-9,685
-26% -$482K 0.06% 291
2023
Q4 		$1.8M Buy
36,994
+22,039
+147% +$982K 0.12% 174
2023
Q3 		$655K Sell
14,955
-1,598
-10% -$73.5K 0.05% 297
2023
Q2 		$760K Sell
16,553
-15,482
-48% -$676K 0.04% 387
2023
Q1 		$1.41M Buy
32,035
+14,553
+83% +$651K 0.07% 252
2022
Q4 		$743K Sell
17,482
-1,444
-8% -$61.3K 0.04% 338
2022
Q3 		$730K Sell
18,926
-2,059
-10% -$87.3K 0.04% 328
2022
Q2 		$833K Sell
20,985
-13,061
-38% -$567K 0.05% 295
2022
Q1 		$1.61M Buy
34,046
+2,749
+9% +$129K 0.08% 199
2021
Q4 		$1.56M Buy
31,297
+17,497
+127% +$855K 0.08% 220
2021
Q3 		$637K Sell
13,800
-721
-5% -$34K 0.04% 348
2021
Q2 		$686K Sell
14,521
-5,858
-29% -$278K 0.04% 320
2021
Q1 		$933K Sell
20,379
-6,325
-24% -$278K 0.07% 218
2020
Q4 		$1.08M Sell
26,704
-16,959
-39% -$629K 0.09% 174
2020
Q3 		$1.43M Sell
43,663
-31,866
-42% -$1.05M 0.2% 80
2020
Q2 		$2.36M Sell
75,529
-23,902
-24% -$698K 0.37% 49
2020
Q1 		$2.52M Buy
99,431
+2,023
+2% +$66.2K 0.48% 39
2019
Q4 		$3.53M Buy
97,408
+29,744
+44% +$1.04M 0.6% 31
2019
Q3 		$2.29M Buy
67,664
+56,223
+491% +$1.89M 0.44% 41
2019
Q2 		$390K Buy
+11,441
New +$385K 0.08% 103

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

CreativeOne Wealth's SPMD Position: Q1 2026 in Review

CreativeOne Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 25% in Q1 2026, buying an estimated $421K and bringing the position to 35,089 shares worth $2.08M. The position accounts for 0.05% of the portfolio, ranked #349.

CreativeOne Wealth first reported a position in SPMD in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.53M in Q4 2019. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • CreativeOne Wealth held 35,089 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.08M as of Q1 2026.
  • CreativeOne Wealth bought 6,919 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $421K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of CreativeOne Wealth's portfolio in Q1 2026, its #349 holding.
  • CreativeOne Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • CreativeOne Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.53M 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 CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.