Focus Partners Wealth
SPMD icon

Focus Partners Wealth’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Focus Partners Wealth’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 		$13.2M Buy
223,086
+1,122
+0.5% +$68.3K 0.01% 632
2025
Q4 		$12.9M Buy
221,964
+68,776
+45% +$3.95M 0.01% 616
2025
Q3 		$8.76M Buy
153,188
+46,693
+44% +$2.63M 0.01% 591
2025
Q2 		$5.79M Sell
106,495
-701
-0.7% -$36.1K 0.01% 636
2025
Q1 		$5.49M Buy
107,196
+9,677
+10% +$527K 0.01% 598
2024
Q4 		$5.33M Buy
97,519
+2,020
+2% +$114K 0.01% 600
2024
Q3 		$5.22M Buy
95,499
+4,362
+5% +$231K 0.02% 550
2024
Q2 		$4.67M Buy
91,137
+8,943
+11% +$461K 0.02% 506
2024
Q1 		$4.38M Sell
82,194
-1,366
-2% -$67.9K 0.04% 342
2023
Q4 		$4.07M Buy
+83,560
New +$3.72M 0.05% 260

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 $376B 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 $564B 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 $38B AUM 19.66% 1-Year Est. Return