FAI
SPMD icon

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

Fiduciary Advisors Inc’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 		$2.67K Hold
45
– – ﹤0.01% 103
2025
Q4 		$2.61K Buy
+45
New +$2.58K ﹤0.01% 107

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

Fiduciary Advisors Inc's SPMD Position: Q1 2026 in Review

Fiduciary Advisors Inc held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 45 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #103.

Fiduciary Advisors Inc first reported a position in SPMD in Q4 2025 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Fiduciary Advisors Inc held 45 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.67K as of Q1 2026.
  • Fiduciary Advisors Inc 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 Fiduciary Advisors Inc's portfolio in Q1 2026, its #103 holding.
  • Fiduciary Advisors Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 2 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 Fiduciary Advisors Inc's 13F filing for Q1 2026, filed 16 Apr 2026.