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

Financial Consulate’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 		$6.99K Hold
118
– – ﹤0.01% 725
2025
Q4 		$6.83K Hold
118
– – ﹤0.01% 679
2025
Q3 		$6.75K Buy
+118
New +$6.65K ﹤0.01% 606
2024
Q1 		– Sell
-5,551
Closed -$270K – 42
2023
Q4 		$270K Sell
5,551
-10,066
-64% -$448K 0.09% 35
2023
Q3 		$684K Sell
15,617
-5,414
-26% -$249K 0.3% 22
2023
Q2 		$965K Sell
21,031
-570
-3% -$24.9K 0.41% 20
2023
Q1 		$949K Sell
21,601
-1,536
-7% -$68.8K 0.33% 33
2022
Q4 		$983K Sell
23,137
-763
-3% -$32.4K 0.34% 40
2022
Q3 		$922K Sell
23,900
-3,025
-11% -$128K 0.39% 34
2022
Q2 		$1.07M Sell
26,925
-942
-3% -$40.9K 0.5% 32
2022
Q1 		$1.31M Sell
27,867
-1,736
-6% -$81.2K 0.5% 33
2021
Q4 		$1.47M Buy
29,603
+1,245
+4% +$60.8K 0.51% 32
2021
Q3 		$1.31M Sell
28,358
-543
-2% -$25.6K 0.47% 32
2021
Q2 		$1.36M Sell
28,901
-2,020
-7% -$95.9K 0.49% 33
2021
Q1 		$1.42M Sell
30,921
-2,122
-6% -$93.1K 0.57% 31
2020
Q4 		$1.33M Sell
33,043
-453
-1% -$16.8K 0.58% 32
2020
Q3 		$1.09M Sell
33,496
-1,574
-4% -$51.7K 0.52% 35
2020
Q2 		$1.1M Sell
35,070
-14,000
-29% -$409K 0.56% 32
2020
Q1 		$1.24M Sell
49,070
-39,111
-44% -$1.28M 0.74% 27
2019
Q4 		$3.19M Buy
88,181
+12,788
+17% +$446K 1.41% 14
2019
Q3 		$2.56M Buy
75,393
+2,863
+4% +$96.5K 1.11% 17
2019
Q2 		$2.47M Buy
72,530
+5,628
+8% +$190K 1.11% 19
2019
Q1 		$2.23M Buy
66,902
+52,782
+374% +$1.73M 1.02% 21
2018
Q4 		$415K Sell
14,120
-417
-3% -$13.6K 0.25% 67
2018
Q3 		$526K Sell
14,537
-11,273
-44% -$408K 0.3% 63
2018
Q2 		$900K Sell
25,810
-4,289
-14% -$148K 0.46% 44
2018
Q1 		$998K Buy
+30,099
New +$1.01M 0.53% 45

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

Financial Consulate's SPMD Position: Q1 2026 in Review

Financial Consulate held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 118 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Financial Consulate first reported a position in SPMD in Q1 2018 and has held it in 27 quarters since. The position peaked at $3.19M in Q4 2019. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Financial Consulate held 118 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.99K as of Q1 2026.
  • Financial Consulate 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 Financial Consulate's portfolio in Q1 2026, its #725 holding.
  • Financial Consulate first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 27 quarters since.
  • Financial Consulate's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.19M in Q4 2019.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.