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

Destiny Capital’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	$2.91M	Sell	49,170 -661	-1%	-$40.2K	1.55%	13
2025 Q4	$2.89M	Sell	49,831 -200	-0.4%	-$11.5K	1.49%	13
2025 Q3	$2.86M	Sell	50,031 -196	-0.4%	-$11K	1.56%	11
2025 Q2	$2.73M	Buy	50,227 +992	+2%	+$51.1K	1.65%	11
2025 Q1	$2.52M	Sell	49,235 -249	-0.5%	-$13.6K	1.72%	12
2024 Q4	$2.71M	Sell	49,484 -916	-2%	-$51.5K	1.64%	14
2024 Q3	$2.75M	Sell	50,400 -1,296	-3%	-$68.5K	1.7%	14
2024 Q2	$2.65M	Sell	51,696 -3,053	-6%	-$158K	1.81%	14
2024 Q1	$2.92M	Sell	54,749 -2,375	-4%	-$118K	2.04%	14
2023 Q4	$2.78M	Buy	+57,124	New	+$2.54M	1.94%	16
2023 Q2	$2.92M	Sell	63,554 -531	-0.8%	-$23.2K	2.27%	12
2023 Q1	$2.82M	Sell	64,085 -287	-0.4%	-$12.8K	2.29%	12
2022 Q4	$2.97M	Buy	+64,372	New	+$2.73M	2.44%	11

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

Destiny Capital's SPMD Position: Q1 2026 in Review

Destiny Capital reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.3% in Q1 2026, selling an estimated $40.2K and leaving 49,170 shares worth $2.91M. The position accounts for 1.55% of the portfolio, ranked #13.

Destiny Capital first reported a position in SPMD in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.97M in Q4 2022. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Destiny Capital held 49,170 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.91M as of Q1 2026.
Destiny Capital sold 661 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $40.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.55% of Destiny Capital's portfolio in Q1 2026, its #13 holding.
Destiny Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 13 quarters since.
Destiny Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.97M in Q4 2022.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Destiny Capital's 13F filing for Q1 2026, filed 12 May 2026.