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

Founders Financial Securities’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	$401K	Sell	6,478 -266	-4%	-$16.2K	0.02%	402
2025 Q4	$391K	Buy	+6,744	New	+$387K	0.02%	428
2022 Q1	–	Sell	-381,242	Closed	-$19M	–	280
2021 Q4	$19M	Buy	381,242 +86,592	+29%	+$4.23M	3.41%	4
2021 Q3	$13.6M	Sell	294,650 -82	-0%	-$3.87K	2.74%	8
2021 Q2	$13.9M	Buy	294,732 +7,217	+3%	+$342K	2.76%	6
2021 Q1	$13.2M	Sell	287,515 -22,741	-7%	-$998K	3.03%	6
2020 Q4	$12.5M	Buy	310,256 +17,609	+6%	+$653K	3%	7
2020 Q3	$9.55M	Buy	292,647 +31,745	+12%	+$1.04M	3.04%	10
2020 Q2	$8.15M	Buy	260,902 +231,551	+789%	+$6.76M	2.64%	8
2020 Q1	$743K	Buy	+29,351	New	+$960K	0.28%	52
2018 Q1	–	Sell	-142,428	Closed	-$4.75M	–	110
2017 Q4	$4.75M	Buy	+142,428	New	+$4.67M	1.58%	21

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

Founders Financial Securities's SPMD Position: Q1 2026 in Review

Founders Financial Securities reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.9% in Q1 2026, selling an estimated $16.2K and leaving 6,478 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #402.

Founders Financial Securities first reported a position in SPMD in Q4 2017 and has held it in 11 quarters since. The position peaked at $19M in Q4 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Founders Financial Securities held 6,478 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $401K as of Q1 2026.
Founders Financial Securities sold 266 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $16.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Founders Financial Securities's portfolio in Q1 2026, its #402 holding.
Founders Financial Securities first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 11 quarters since.
Founders Financial Securities's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $19M in Q4 2021.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.