Crescent Grove Advisors
SPMD icon

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

Crescent Grove Advisors’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
Q3 		$2.28M Buy
36,132
+454
+1% +$30K 0.19% 90
2026
Q2 		$2.41M Buy
35,678
+1,009
+3% +$64.9K 0.2% 90
2026
Q1 		$2.05M Buy
34,669
+1
+0% +$61 0.2% 87
2025
Q4 		$2.01M Sell
34,668
-1,389
-4% -$79.8K 0.19% 83
2025
Q3 		$2.06M Sell
36,057
-1,042
-3% -$58.7K 0.2% 78
2025
Q2 		$2.02M Buy
37,099
+484
+1% +$24.9K 0.2% 80
2025
Q1 		$1.87M Sell
36,615
-180
-0.5% -$9.8K 0.2% 76
2024
Q4 		$2.01M Buy
36,795
+1
+0% +$56 0.2% 78
2024
Q3 		$2.01M Sell
36,794
-572
-2% -$30.2K 0.21% 75
2024
Q2 		$1.92M Sell
37,366
-852
-2% -$44K 0.21% 74
2024
Q1 		$2.04M Sell
38,218
-382
-1% -$19K 0.21% 72
2023
Q4 		$1.88M Buy
38,600
+48
+0.1% +$2.14K 0.21% 70
2023
Q3 		$1.69M Buy
38,552
+425
+1% +$19.5K 0.21% 74
2023
Q2 		$1.75M Buy
38,127
+880
+2% +$38.4K 0.19% 71
2023
Q1 		$1.64M Buy
37,247
+305
+0.8% +$13.7K 0.19% 74
2022
Q4 		$1.57M Buy
36,942
+15,164
+70% +$644K 0.16% 85
2022
Q3 		$840K Buy
21,778
+15,437
+243% +$655K 0.1% 110
2022
Q2 		$252K Buy
+6,341
New +$275K 0.03% 226

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Crescent Grove Advisors's SPMD Position: Q3 2026 in Review

Crescent Grove Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.3% in Q3 2026, buying an estimated $30K and bringing the position to 36,132 shares worth $2.28M. The position accounts for 0.19% of the portfolio, ranked #90.

Crescent Grove Advisors first reported a position in SPMD in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.41M in Q2 2026. 762 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Crescent Grove Advisors held 36,132 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.28M as of Q3 2026.
  • Crescent Grove Advisors bought 454 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $30K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.19% of Crescent Grove Advisors's portfolio in Q3 2026, its #90 holding.
  • Crescent Grove Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 18 quarters since.
  • Crescent Grove Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.41M in Q2 2026.
  • 762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.