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

Evernest Financial 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 		$1.16M Sell
18,242
-43
-0.2% -$2.62K 0.24% 63
2025
Q4 		$1.15M Buy
18,285
+289
+2% +$16.6K 0.24% 66
2025
Q3 		$1.03M Buy
17,996
+150
+0.8% +$8.45K 0.29% 68
2025
Q2 		$970K Buy
+17,846
New +$919K 0.31% 65

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

Evernest Financial Advisors's SPMD Position: Q1 2026 in Review

Evernest Financial Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.24% in Q1 2026, selling an estimated $2.62K and leaving 18,242 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #63.

Evernest Financial Advisors first reported a position in SPMD in Q2 2025 and has held it in 4 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Evernest Financial Advisors held 18,242 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.16M as of Q1 2026.
  • Evernest Financial Advisors sold 43 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $2.62K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.24% of Evernest Financial Advisors's portfolio in Q1 2026, its #63 holding.
  • Evernest Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 4 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 Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.