Empower Advisory Group
SPMD icon

Empower Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Empower Advisory Group’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 		$474K Sell
8,007
-1,914
-19% -$117K ﹤0.01% 331
2025
Q4 		$575K Sell
9,921
-4,755
-32% -$273K ﹤0.01% 318
2025
Q3 		$839K Buy
14,676
+586
+4% +$33K ﹤0.01% 270
2025
Q2 		$766K Buy
14,090
+109
+0.8% +$5.61K ﹤0.01% 273
2025
Q1 		$716K Sell
13,981
-241
-2% -$13.1K ﹤0.01% 273
2024
Q4 		$778K Sell
14,222
-3,095
-18% -$174K ﹤0.01% 270
2024
Q3 		$947K Buy
17,317
+8,019
+86% +$424K ﹤0.01% 237
2024
Q2 		$477K Buy
9,298
+5,333
+135% +$275K ﹤0.01% 306
2024
Q1 		$211K Sell
3,965
-2,513
-39% -$125K ﹤0.01% 479
2023
Q4 		$316K Hold
6,478
– – ﹤0.01% 385
2023
Q3 		$284K Sell
6,478
-203
-3% -$9.33K ﹤0.01% 392
2023
Q2 		$307K Buy
6,681
+203
+3% +$8.87K ﹤0.01% 384
2023
Q1 		$285K Buy
+6,478
New +$290K ﹤0.01% 396

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

Empower Advisory Group's SPMD Position: Q1 2026 in Review

Empower Advisory Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 19% in Q1 2026, selling an estimated $117K and leaving 8,007 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Empower Advisory Group first reported a position in SPMD in Q1 2023 and has held it in 13 quarters since. The position peaked at $947K in Q3 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Empower Advisory Group held 8,007 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $474K as of Q1 2026.
  • Empower Advisory Group sold 1,914 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $117K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #331 holding.
  • Empower Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $947K in Q3 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 Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.