EA
SPMD icon

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

Evolution Advisers’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 		$0 Hold
15
– – ﹤0.01% 169
2025
Q4 		$0 Hold
15
– – ﹤0.01% 169
2025
Q3 		$0 Hold
15
– – ﹤0.01% 161
2025
Q2 		$0 Hold
15
– – ﹤0.01% 158
2025
Q1 		$0 Hold
15
– – ﹤0.01% 180
2024
Q4 		$0 Sell
15
-318
-95% -$17.9K ﹤0.01% 192
2024
Q3 		$18K Buy
333
+318
+2,120% +$16.8K 0.01% 119
2024
Q2 		$0 Hold
15
– – ﹤0.01% 196
2024
Q1 		$1K Hold
15
– – ﹤0.01% 179
2023
Q4 		$1K Buy
+15
New +$668 ﹤0.01% 210

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

Evolution Advisers's SPMD Position: Q1 2026 in Review

Evolution Advisers held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Evolution Advisers first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $18K in Q3 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Evolution Advisers held 15 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $0 as of Q1 2026.
  • Evolution Advisers 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 Evolution Advisers's portfolio in Q1 2026, its #169 holding.
  • Evolution Advisers first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Evolution Advisers's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $18K in Q3 2024.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.