FGAM
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Financial Gravity Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Financial Gravity Asset Management’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 		$17.7M Buy
299,322
+12,159
+4% +$740K 3.15% 9
2025
Q4 		$16.6M Buy
287,163
+14,990
+6% +$861K 3.2% 9
2025
Q3 		$15.6M Buy
+272,173
New +$15.3M 3.08% 10
2025
Q1 		$13.5M Buy
+263,872
New +$14.4M 2.95% 9
2024
Q2 		$12.9M Sell
253,315
-237,439
-48% -$12.3M 3.23% 9
2024
Q1 		$25.1M Sell
490,754
-2,659,649
-84% -$132M 3.36% 9
2023
Q4 		$109M Buy
3,150,403
+243,740
+8% +$10.9M 1.16% 24
2023
Q3 		$97.2M Buy
2,906,663
+2,786,372
+2,316% +$128M 1.07% 29
2023
Q2 		$5.52K Buy
120,291
+10,891
+10% +$476K 0.02% 459
2023
Q1 		$4.8K Buy
109,400
+65,742
+151% +$2.94M 0.15% 158
2022
Q4 		$1.85K Sell
43,658
-273
-0.6% -$11.6K 0.01% 554
2022
Q3 		$1.69K Sell
43,931
-45,059
-51% -$1.91M 0.06% 315
2022
Q2 		$3.52K Buy
88,990
+43,839
+97% +$1.9M 0.11% 195
2022
Q1 		$2.13K Sell
45,151
-6,977
-13% -$326K 0.06% 290
2021
Q4 		$2.37K Buy
52,128
+356
+0.7% +$17.4K 0.05% 317
2021
Q3 		$2.39M Sell
51,772
-28,964
-36% -$1.37M 1.13% 20
2021
Q2 		$3.81M Buy
80,736
+1,322
+2% +$62.7K 1.37% 16
2021
Q1 		$3.63K Buy
79,414
+15,984
+25% +$702K 0.07% 174
2020
Q4 		$2.56M Buy
+63,430
New +$2.35M 2.34% 15
2020
Q2 		– Sell
-21,750
Closed -$551 – 774
2020
Q1 		$551 Buy
21,750
+21,670
+27,088% +$709K ﹤0.01% 546
2019
Q4 		$3K Buy
+80
New +$2.79K ﹤0.01% 1318

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 Gravity Asset Management's SPMD Position: Q1 2026 in Review

Financial Gravity Asset Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.2% in Q1 2026, buying an estimated $740K and bringing the position to 299,322 shares worth $17.7M. The position accounts for 3.15% of the portfolio, ranked #9.

Financial Gravity Asset Management first reported a position in SPMD in Q4 2019 and has held it in 21 quarters since. The position peaked at $109M in Q4 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Financial Gravity Asset Management held 299,322 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $17.7M as of Q1 2026.
  • Financial Gravity Asset Management bought 12,159 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $740K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.15% of Financial Gravity Asset Management's portfolio in Q1 2026, its #9 holding.
  • Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • Financial Gravity Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $109M in Q4 2023.
  • 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 Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.