CGA
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
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% -$9.81K 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 $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

Crescent Grove Advisors's SPMD Position: Q1 2026 in Review

Crescent Grove Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0% in Q1 2026, buying an estimated $61 and bringing the position to 34,669 shares worth $2.05M. The position accounts for 0.2% of the portfolio, ranked #87.

Crescent Grove Advisors first reported a position in SPMD in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.06M in Q3 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Crescent Grove Advisors held 34,669 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.05M as of Q1 2026.
  • Crescent Grove Advisors bought 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q1 2026, an estimated $61.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.2% of Crescent Grove Advisors's portfolio in Q1 2026, its #87 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 16 quarters since.
  • Crescent Grove Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.06M in Q3 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 Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.