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

Frazier Financial 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 		$6.92K Buy
117
+1
+0.9% +$61 ﹤0.01% 466
2025
Q4 		$6.74K Hold
116
– – ﹤0.01% 421
2025
Q3 		$6.64K Hold
116
– – ﹤0.01% 416
2025
Q2 		$6.29K Buy
116
+1
+0.9% +$52 ﹤0.01% 423
2025
Q1 		$5.89K Sell
115
-1
-0.9% -$55 ﹤0.01% 411
2024
Q4 		$6.31K Buy
116
+2
+2% +$113 0.01% 415
2024
Q3 		$6.21K Buy
114
+1
+0.9% +$53 ﹤0.01% 481
2024
Q2 		$5.81K Sell
113
-29
-20% -$1.5K ﹤0.01% 567
2024
Q1 		$7.58K Sell
142
-201
-59% -$10K 0.01% 487
2023
Q4 		$16.7K Buy
+343
New +$15.3K 0.01% 261

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 $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Frazier Financial Advisors's SPMD Position: Q1 2026 in Review

Frazier Financial Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.86% in Q1 2026, buying an estimated $61 and bringing the position to 117 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Frazier Financial Advisors first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.7K in Q4 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Frazier Financial Advisors held 117 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.92K as of Q1 2026.
  • Frazier Financial Advisors bought 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q1 2026, an estimated $61.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #466 holding.
  • Frazier Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Frazier Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $16.7K in Q4 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 Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.