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	Buy	253,315 +9,575	+4%	+$494K	3.23%	9
2024 Q1	$11.9M	Hold	243,740	–	–	3.34%	9
2023 Q4	$11.9M	Buy	+243,740	New	+$10.9M	3.34%	9
2021 Q3	$2.39M	Sell	51,772 -28,964	-36%	-$1.37M	1.13%	20
2021 Q2	$3.81M	Buy	+80,736	New	+$3.83M	1.37%	16
2020 Q4	$2.56M	Buy	+63,430	New	+$2.35M	2.34%	15
2019 Q4	$3K	Buy	+80	New	+$2.79K	﹤0.01%	1318

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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 11 quarters since. 815 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 11 quarters since.
815 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.