Foundations Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Foundations Investment Advisors’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	$249K	Sell	4,209 -776	-16%	-$47.2K	﹤0.01%	987
2025 Q4	$289K	Sell	4,985 -467	-9%	-$26.8K	﹤0.01%	910
2025 Q3	$312K	Buy	5,452 +409	+8%	+$23K	﹤0.01%	837
2025 Q2	$274K	Buy	5,043 +574	+13%	+$29.6K	﹤0.01%	772
2025 Q1	$229K	Sell	4,469 -142,497	-97%	-$7.77M	﹤0.01%	790
2024 Q4	$8.04M	Buy	146,966 +8,284	+6%	+$466K	0.16%	134
2024 Q3	$7.58M	Buy	138,682 +10,100	+8%	+$534K	0.16%	125
2024 Q2	$6.6M	Buy	128,582 +11,952	+10%	+$617K	0.16%	114
2024 Q1	$6.22M	Buy	116,630 +5,151	+5%	+$256K	0.16%	114
2023 Q4	$5.41M	Sell	111,479 -229,092	-67%	-$10.2M	0.15%	114
2023 Q3	$14.9M	Buy	340,571 +41,213	+14%	+$1.89M	0.46%	47
2023 Q2	$13.7M	Buy	299,358 +43,255	+17%	+$1.89M	0.45%	40
2023 Q1	$11.3M	Buy	+256,103	New	+$11.5M	0.4%	41

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Foundations Investment Advisors's SPMD Position: Q1 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 16% in Q1 2026, selling an estimated $47.2K and leaving 4,209 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Foundations Investment Advisors first reported a position in SPMD in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.9M in Q3 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Foundations Investment Advisors held 4,209 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $249K as of Q1 2026.
Foundations Investment Advisors sold 776 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $47.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #987 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 13 quarters since.
Foundations Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $14.9M in Q3 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 Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.