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Eldridge Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Eldridge Investment 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 		$1.55M Buy
26,219
+185
+0.7% +$11.3K 0.34% 49
2025
Q4 		$1.51M Buy
26,034
+659
+3% +$37.9K 0.33% 55
2025
Q3 		$1.45M Buy
25,375
+5,194
+26% +$293K 0.33% 57
2025
Q2 		$1.1M Buy
20,181
+2,553
+14% +$131K 0.23% 72
2025
Q1 		$902K Buy
17,628
+2,239
+15% +$122K 0.21% 81
2024
Q4 		$842K Buy
15,389
+3,028
+24% +$170K 0.2% 86
2024
Q3 		$676K Buy
12,361
+2,928
+31% +$155K 0.16% 93
2024
Q2 		$484K Buy
9,433
+972
+11% +$50.2K 0.12% 101
2024
Q1 		$451K Sell
8,461
-21,163
-71% -$1.05M 0.12% 106
2023
Q4 		$1.44M Buy
29,624
+21,495
+264% +$958K 0.38% 58
2023
Q3 		$356K Sell
8,129
-10,894
-57% -$501K 0.12% 105
2023
Q2 		$873K Buy
19,023
+10,385
+120% +$454K 0.29% 64
2023
Q1 		$380K Buy
8,638
+2,900
+51% +$130K 0.13% 100
2022
Q4 		$244K Hold
5,738
– – 0.09% 119
2022
Q3 		$221K Sell
5,738
-210
-4% -$8.9K 0.09% 118
2022
Q2 		$236K Sell
5,948
-755
-11% -$32.8K 0.09% 115
2022
Q1 		$316K Sell
6,703
-50
-0.7% -$2.34K 0.11% 102
2021
Q4 		$336K Buy
6,753
+8
+0.1% +$391 0.11% 101
2021
Q3 		$311K Buy
6,745
+21
+0.3% +$992 0.11% 94
2021
Q2 		$317K Buy
+6,724
New +$319K 0.11% 90

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 $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Eldridge Investment Advisors's SPMD Position: Q1 2026 in Review

Eldridge Investment Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.71% in Q1 2026, buying an estimated $11.3K and bringing the position to 26,219 shares worth $1.55M. The position accounts for 0.34% of the portfolio, ranked #49.

Eldridge Investment Advisors first reported a position in SPMD in Q2 2021 and has held it in 20 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Eldridge Investment Advisors held 26,219 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.55M as of Q1 2026.
  • Eldridge Investment Advisors bought 185 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $11.3K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.34% of Eldridge Investment Advisors's portfolio in Q1 2026, its #49 holding.
  • Eldridge Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 20 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 Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.