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

Evoke Wealth’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	$471K	Buy	7,960 +4	+0.1%	+$243	0.01%	420
2025 Q4	$461K	Buy	7,956 +249	+3%	+$14.3K	0.01%	414
2025 Q3	$441K	Hold	7,707	–	–	0.01%	395
2025 Q2	$419K	Hold	7,707	–	–	0.01%	379
2025 Q1	$394K	Sell	7,707 -267	-3%	-$14.6K	0.01%	304
2024 Q4	$436K	Buy	7,974 +267	+3%	+$15K	0.01%	284
2024 Q3	$421K	Buy	+7,707	New	+$408K	0.01%	278
2024 Q2	–	Sell	-7,707	Closed	-$411K	–	343
2024 Q1	$411K	Buy	+7,707	New	+$383K	0.01%	283
2023 Q4	–	Sell	-7,707	Closed	-$337K	–	310
2023 Q3	$337K	Hold	7,707	–	–	0.01%	279
2023 Q2	$354K	Hold	7,707	–	–	0.01%	258
2023 Q1	$339K	Hold	7,707	–	–	0.01%	262
2022 Q4	$328K	Hold	7,707	–	–	0.01%	268
2022 Q3	$297K	Buy	+7,707	New	+$327K	0.01%	264

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

Evoke Wealth's SPMD Position: Q1 2026 in Review

Evoke Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.05% in Q1 2026, buying an estimated $243 and bringing the position to 7,960 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #420.

Evoke Wealth first reported a position in SPMD in Q3 2022 and has held it in 13 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Evoke Wealth held 7,960 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $471K as of Q1 2026.
Evoke Wealth bought 4 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $243.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #420 holding.
Evoke Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and has held it in 13 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 Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.