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

Destination Wealth Management’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 		$432K Sell
7,293
-158
-2% -$9.62K 0.01% 220
2025
Q4 		$431K Sell
7,451
-1,127
-13% -$64.7K 0.01% 213
2025
Q3 		$491K Sell
8,578
-263
-3% -$14.8K 0.01% 183
2025
Q2 		$481K Sell
8,841
-1,895
-18% -$97.6K 0.01% 178
2025
Q1 		$549K Buy
10,736
+214
+2% +$11.7K 0.02% 160
2024
Q4 		$575K Hold
10,522
– – 0.02% 151
2024
Q3 		$575K Buy
+10,522
New +$556K 0.02% 150

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

Destination Wealth Management's SPMD Position: Q1 2026 in Review

Destination Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.1% in Q1 2026, selling an estimated $9.62K and leaving 7,293 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #220.

Destination Wealth Management first reported a position in SPMD in Q3 2024 and has held it in 7 quarters since. The position peaked at $575K in Q4 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Destination Wealth Management held 7,293 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $432K as of Q1 2026.
  • Destination Wealth Management sold 158 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $9.62K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #220 holding.
  • Destination Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Destination Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $575K in Q4 2024.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.