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

Diversify 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	$687K	Buy	10,945 +4,582	+72%	+$279K	0.01%	718
2025 Q4	$387K	Buy	6,363 +382	+6%	+$21.9K	0.02%	495
2025 Q3	$340K	Buy	5,981 +20	+0.3%	+$1.13K	0.02%	437
2025 Q2	$333K	Buy	5,961 +22	+0.4%	+$1.13K	0.02%	438
2025 Q1	$297K	Buy	5,939 +20	+0.3%	+$1.09K	0.02%	436
2024 Q4	$321K	Buy	+5,919	New	+$333K	0.03%	422

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 $5.77B AUM 14.56% 1-Year Est. Return

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

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

Diversify Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 72% in Q1 2026, buying an estimated $279K and bringing the position to 10,945 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #718.

Diversify Wealth Management first reported a position in SPMD in Q4 2024 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Diversify Wealth Management held 10,945 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $687K as of Q1 2026.
Diversify Wealth Management bought 4,582 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $279K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #718 holding.
Diversify Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 6 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 Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.