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

Estate Counselors’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	$227K	Sell	3,825 -1,035	-21%	-$63K	0.02%	93
2025 Q4	$281K	Sell	4,860 -2,170	-31%	-$125K	0.02%	86
2025 Q3	$402K	Hold	7,030	–	–	0.03%	82
2025 Q2	$382K	Buy	7,030 +1,250	+22%	+$64.4K	0.04%	74
2025 Q1	$296K	Buy	+5,780	New	+$315K	0.03%	85

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Estate Counselors's SPMD Position: Q1 2026 in Review

Estate Counselors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 21% in Q1 2026, selling an estimated $63K and leaving 3,825 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #93.

Estate Counselors first reported a position in SPMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $402K in Q3 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Estate Counselors held 3,825 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $227K as of Q1 2026.
Estate Counselors sold 1,035 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $63K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Estate Counselors's portfolio in Q1 2026, its #93 holding.
Estate Counselors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
Estate Counselors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $402K in Q3 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 Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.