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

EPG 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 		$592 Hold
10
– – ﹤0.01% 319
2025
Q4 		$579 Hold
10
– – ﹤0.01% 317
2025
Q3 		$572 Buy
+10
New +$563 ﹤0.01% 318
2020
Q2 		– Sell
-371
Closed -$9K – 667
2020
Q1 		$9K Hold
371
– – 0.01% 504
2019
Q4 		$13K Buy
+371
New +$12.9K 0.01% 399

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

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

EPG Wealth Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 10 shares worth $592. The position accounts for ﹤0.01% of the portfolio, ranked #319.

EPG Wealth Management first reported a position in SPMD in Q4 2019 and has held it in 5 quarters since. The position peaked at $13K in Q4 2019. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • EPG Wealth Management held 10 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $592 as of Q1 2026.
  • EPG Wealth Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q1 2026, its #319 holding.
  • EPG Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 5 quarters since.
  • EPG Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $13K in Q4 2019.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.