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

Financial Strategies Group’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 		$27.5M Buy
429,850
+26,363
+7% +$1.6M 4.59% 6
2025
Q4 		$24.4M Buy
403,487
+8,417
+2% +$483K 4.41% 7
2025
Q3 		$22.5M Buy
395,070
+10,918
+3% +$615K 4.28% 7
2025
Q2 		$21.4M Buy
384,152
+16,061
+4% +$827K 4.46% 7
2025
Q1 		$17.7M Buy
368,091
+4,046
+1% +$221K 4.2% 7
2024
Q4 		$19.8M Sell
364,045
-3,181
-0.9% -$179K 4.73% 5
2024
Q3 		$20.4M Buy
367,226
+2,194
+0.6% +$116K 4.78% 6
2024
Q2 		$18.5M Sell
365,032
-943
-0.3% -$48.7K 4.65% 7
2024
Q1 		$19.3M Sell
365,975
-29,881
-8% -$1.49M 5.18% 6
2023
Q4 		$19M Sell
395,856
-1,514
-0.4% -$67.4K 5.44% 5
2023
Q3 		$17.5M Buy
397,370
+7,566
+2% +$348K 5.52% 5
2023
Q2 		$17.9M Buy
389,804
+56,990
+17% +$2.49M 5.72% 4
2023
Q1 		$14.6M Buy
332,814
+2,992
+0.9% +$134K 5.63% 4
2022
Q4 		$14M Buy
329,822
+5,811
+2% +$247K 5.82% 4
2022
Q3 		$12.5M Buy
324,011
+1,093
+0.3% +$46.3K 5.66% 5
2022
Q2 		$12.8M Buy
322,918
+3,289
+1% +$143K 5.37% 6
2022
Q1 		$15.1M Buy
319,629
+35,641
+13% +$1.67M 6.01% 6
2021
Q4 		$14.1M Buy
283,988
+11,683
+4% +$571K 5.76% 5
2021
Q3 		$12.6M Buy
272,305
+18,563
+7% +$877K 5.62% 5
2021
Q2 		$12M Buy
253,742
+16,664
+7% +$791K 5.54% 5
2021
Q1 		$10.8M Sell
237,078
-10,406
-4% -$457K 5.62% 5
2020
Q4 		$10M Buy
247,484
+15,392
+7% +$571K 5.57% 5
2020
Q3 		$7.57M Sell
232,092
-53,358
-19% -$1.75M 5.1% 6
2020
Q2 		$8.92M Buy
285,450
+23,957
+9% +$700K 6.64% 4
2020
Q1 		$6.62M Buy
+261,493
New +$8.55M 6% 6

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 $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Strategies Group's SPMD Position: Q1 2026 in Review

Financial Strategies Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.5% in Q1 2026, buying an estimated $1.6M and bringing the position to 429,850 shares worth $27.5M. The position accounts for 4.59% of the portfolio, ranked #6.

Financial Strategies Group first reported a position in SPMD in Q1 2020 and has held it in 25 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Financial Strategies Group held 429,850 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $27.5M as of Q1 2026.
  • Financial Strategies Group bought 26,363 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $1.6M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 4.59% of Financial Strategies Group's portfolio in Q1 2026, its #6 holding.
  • Financial Strategies Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 25 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 Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.