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

EP Wealth 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 		$288K Buy
+4,865
New +$296K ﹤0.01% 1190
2025
Q2 		$606K Buy
11,153
+6,738
+153% +$347K ﹤0.01% 710
2025
Q1 		$226K Sell
4,415
-198
-4% -$10.8K ﹤0.01% 1072
2024
Q4 		$252K Buy
4,613
+731
+19% +$41.1K ﹤0.01% 950
2024
Q3 		$212K Buy
3,882
+1,058
+37% +$55.9K ﹤0.01% 1020
2024
Q2 		$145K Buy
+2,824
New +$146K ﹤0.01% 792

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

EP Wealth Advisors's SPMD Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 4,865 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1190 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SPMD as recently as Q2 2025.

EP Wealth Advisors first reported a position in SPMD in Q2 2024 and has held it in 6 quarters since. The position peaked at $606K in Q2 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • EP Wealth Advisors held 4,865 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $288K as of Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new EP Wealth Advisors position in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1190 holding.
  • EP Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $606K in Q2 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.