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

DecisionPoint Financial’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	$57K	Buy	963 +211	+28%	+$12.8K	0.01%	84
2025 Q4	$43.5K	Buy	752 +140	+23%	+$8.04K	0.01%	97
2025 Q3	$35.1K	Hold	612	–	–	0.01%	91
2025 Q2	$33.7K	Hold	612	–	–	0.01%	100
2025 Q1	$31.3K	Hold	612	–	–	0.01%	102
2024 Q4	$33.5K	Hold	612	–	–	0.01%	96
2024 Q3	$33.5K	Hold	612	–	–	0.01%	96
2024 Q2	$33.2K	Hold	612	–	–	0.01%	96
2024 Q1	$31.1K	Hold	612	–	–	0.01%	96
2023 Q4	$29.8K	Sell	612 -10	-2%	-$446	0.01%	92
2023 Q3	$27.2K	Buy	+622	New	+$28.6K	0.01%	88

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

DecisionPoint Financial's SPMD Position: Q1 2026 in Review

DecisionPoint Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 28% in Q1 2026, buying an estimated $12.8K and bringing the position to 963 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #84.

DecisionPoint Financial first reported a position in SPMD in Q3 2023 and has held it in 11 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

DecisionPoint Financial held 963 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $57K as of Q1 2026.
DecisionPoint Financial bought 211 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $12.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #84 holding.
DecisionPoint Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 11 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 DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.