EH
SPMD icon

Equitable Holdings’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Equitable Holdings’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 		$35.5M Buy
613,104
+87,106
+17% +$5.3M 0.23% 101
2025
Q4 		$30.5M Buy
525,998
+42,267
+9% +$2.43M 0.21% 108
2025
Q3 		$27.7M Sell
483,731
-31,692
-6% -$1.79M 0.2% 108
2025
Q2 		$28M Buy
515,423
+34,164
+7% +$1.76M 0.23% 92
2025
Q1 		$24.6M Buy
481,259
+65,507
+16% +$3.57M 0.23% 93
2024
Q4 		$22.7M Buy
415,752
+51,402
+14% +$2.89M 0.22% 98
2024
Q3 		$19.9M Buy
364,350
+34,084
+10% +$1.8M 0.19% 105
2024
Q2 		$16.9M Sell
330,266
-10,306
-3% -$532K 0.18% 105
2024
Q1 		$18.2M Sell
340,572
-6,424
-2% -$319K 0.2% 93
2023
Q4 		$16.9M Buy
346,996
+20,238
+6% +$902K 0.21% 90
2023
Q3 		$14.3M Buy
326,758
+30,559
+10% +$1.4M 0.21% 93
2023
Q2 		$13.6M Buy
296,199
+33,622
+13% +$1.47M 0.2% 97
2023
Q1 		$11.5M Sell
262,577
-1,259
-0.5% -$56.4K 0.18% 99
2022
Q4 		$11.2M Buy
263,836
+32,732
+14% +$1.39M 0.2% 92
2022
Q3 		$8.91M Buy
231,104
+43,526
+23% +$1.85M 0.17% 96
2022
Q2 		$7.45M Buy
187,578
+31,859
+20% +$1.38M 0.14% 112
2022
Q1 		$7.34M Buy
155,719
+25,485
+20% +$1.19M 0.12% 118
2021
Q4 		$6.48M Buy
130,234
+24,476
+23% +$1.2M 0.1% 135
2021
Q3 		$4.88M Buy
105,758
+51,760
+96% +$2.44M 0.08% 146
2021
Q2 		$2.55M Buy
53,998
+10,620
+24% +$504K 0.04% 232
2021
Q1 		$1.99M Buy
43,378
+5,285
+14% +$232K 0.04% 247
2020
Q4 		$1.54M Buy
38,093
+2,966
+8% +$110K 0.04% 261
2020
Q3 		$1.15M Buy
35,127
+19,216
+121% +$631K 0.03% 282
2020
Q2 		$497K Buy
+15,911
New +$465K 0.01% 406

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

Equitable Holdings's SPMD Position: Q1 2026 in Review

Equitable Holdings increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 17% in Q1 2026, buying an estimated $5.3M and bringing the position to 613,104 shares worth $35.5M. The position accounts for 0.23% of the portfolio, ranked #101.

Equitable Holdings first reported a position in SPMD in Q2 2020 and has held it in 24 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Equitable Holdings held 613,104 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $35.5M as of Q1 2026.
  • Equitable Holdings bought 87,106 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $5.3M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.23% of Equitable Holdings's portfolio in Q1 2026, its #101 holding.
  • Equitable Holdings first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 24 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 Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.