Envestnet Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $246M | Buy |
4,147,870
+1,283,214
| +45% | +$78.1M | 0.07% | 270 |
|
|
2025
Q4 | $166M | Sell |
2,864,656
-305,095
| -10% | -$17.5M | 0.05% | 351 |
|
|
2025
Q3 | $181M | Buy |
3,169,751
+471,708
| +17% | +$26.6M | 0.05% | 343 |
|
|
2025
Q2 | $147M | Buy |
2,698,043
+555,823
| +26% | +$28.6M | 0.04% | 389 |
|
|
2025
Q1 | $110M | Buy |
2,142,220
+456,111
| +27% | +$24.9M | 0.04% | 429 |
|
|
2024
Q4 | $92.2M | Buy |
1,686,109
+233,975
| +16% | +$13.2M | 0.03% | 491 |
|
|
2024
Q3 | $79.4M | Buy |
1,452,134
+755,505
| +108% | +$39.9M | 0.03% | 556 |
|
|
2024
Q2 | $35.7M | Buy |
696,629
+25,352
| +4% | +$1.31M | 0.01% | 823 |
|
|
2024
Q1 | $35.8M | Sell |
671,277
-40,003
| -6% | -$1.99M | 0.01% | 806 |
|
|
2023
Q4 | $34.7M | Buy |
711,280
+81,767
| +13% | +$3.64M | 0.01% | 763 |
|
|
2023
Q3 | $27.6M | Sell |
629,513
-63,395
| -9% | -$2.91M | 0.01% | 822 |
|
|
2023
Q2 | $31.8M | Buy |
692,908
+71,354
| +11% | +$3.12M | 0.01% | 699 |
|
|
2023
Q1 | $27.3M | Buy |
621,554
+36,664
| +6% | +$1.64M | 0.01% | 738 |
|
|
2022
Q4 | $24.9M | Buy |
584,890
+9,315
| +2% | +$395K | 0.01% | 749 |
|
|
2022
Q3 | $22.2M | Sell |
575,575
-28,931
| -5% | -$1.23M | 0.01% | 727 |
|
|
2022
Q2 | $24M | Sell |
604,506
-278,012
| -32% | -$12.1M | 0.01% | 695 |
|
|
2022
Q1 | $41.6M | Sell |
882,518
-528,957
| -37% | -$24.7M | 0.02% | 542 |
|
|
2021
Q4 | $70.2M | Buy |
1,411,475
+488,611
| +53% | +$23.9M | 0.03% | 384 |
|
|
2021
Q3 | $42.6M | Sell |
922,864
-645,951
| -41% | -$30.5M | 0.02% | 513 |
|
|
2021
Q2 | $74.1M | Sell |
1,568,815
-261,616
| -14% | -$12.4M | 0.04% | 350 |
|
|
2021
Q1 | $83.8M | Buy |
1,830,431
+974,555
| +114% | +$42.8M | 0.05% | 283 |
|
|
2020
Q4 | $34.6M | Buy |
855,876
+355,686
| +71% | +$13.2M | 0.03% | 450 |
|
|
2020
Q3 | $16.3M | Buy |
500,190
+37,695
| +8% | +$1.24M | 0.01% | 620 |
|
|
2020
Q2 | $14.5M | Buy |
462,495
+228,470
| +98% | +$6.67M | 0.01% | 639 |
|
|
2020
Q1 | $5.93M | Buy |
234,025
+61,125
| +35% | +$2M | 0.01% | 905 |
|
|
2019
Q4 | $6.26M | Buy |
172,900
+43,612
| +34% | +$1.52M | 0.01% | 1010 |
|
|
2019
Q3 | $4.38M | Sell |
129,288
-5,821
| -4% | -$196K | ﹤0.01% | 1136 |
|
|
2019
Q2 | $4.6M | Sell |
135,109
-59,884
| -31% | -$2.02M | 0.01% | 1098 |
|
|
2019
Q1 | $6.5M | Buy |
194,993
+150,599
| +339% | +$4.92M | 0.01% | 877 |
|
|
2018
Q4 | $1.31M | Buy |
44,394
+14,100
| +47% | +$459K | ﹤0.01% | 1567 |
|
|
2018
Q3 | $1.09M | Sell |
30,294
-4,223
| -12% | -$153K | ﹤0.01% | 720 |
|
|
2018
Q2 | $1.2M | Buy |
34,517
+28,084
| +437% | +$966K | ﹤0.01% | 991 |
|
|
2018
Q1 | $214K | Sell |
6,433
-53,527
| -89% | -$1.8M | ﹤0.01% | 1563 |
|
|
2017
Q4 | $2M | Buy |
+59,960
| New | +$1.97M | ﹤0.01% | 954 |
|
|
2016
Q1 | – | Sell |
-5,205
| Closed | -$133K | – | 3157 |
|
|
2015
Q4 | $133K | Buy |
5,205
+288
| +6% | +$7.74K | ﹤0.01% | 2242 |
|
|
2015
Q3 | $126K | Buy |
+4,917
| New | +$137K | ﹤0.01% | 2240 |
|
|
2015
Q1 | – | Sell |
-3,693
| Closed | -$104K | – | 2369 |
|
|
2014
Q4 | $104K | Buy |
+3,693
| New | +$103K | ﹤0.01% | 1167 |
|
Other funds holding SPMD
VA
AG
FWI
Envestnet Asset Management's SPMD Position: Q1 2026 in Review
Envestnet Asset Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 45% in Q1 2026, buying an estimated $78.1M and bringing the position to 4,147,870 shares worth $246M. The position accounts for 0.07% of the portfolio, ranked #270.
Envestnet Asset Management first reported a position in SPMD in Q4 2014 and has held it in 37 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.
- Envestnet Asset Management held 4,147,870 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $246M as of Q1 2026.
- Envestnet Asset Management bought 1,283,214 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $78.1M.
- State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Envestnet Asset Management's portfolio in Q1 2026, its #270 holding.
- Envestnet Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2014 and has held it in 37 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 Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.