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

Front Row 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 		$148K Hold
2,491
– – 0.05% 131
2025
Q4 		$144K Hold
2,491
– – 0.05% 135
2025
Q3 		$142K Hold
2,491
– – 0.05% 131
2025
Q2 		$135K Hold
2,491
– – 0.05% 137
2025
Q1 		$127K Hold
2,491
– – 0.05% 155
2024
Q4 		$136K Hold
2,491
– – 0.05% 153
2024
Q3 		$136K Sell
2,491
-1,076
-30% -$56.9K 0.05% 152
2024
Q2 		$183K Buy
3,567
+95
+3% +$4.9K 0.06% 145
2024
Q1 		$185K Buy
3,472
+1,076
+45% +$53.5K 0.07% 128
2023
Q4 		$117K Sell
2,396
-1,076
-31% -$47.9K 0.05% 134
2023
Q3 		$152K Hold
3,472
– – 0.07% 141
2023
Q2 		$159K Hold
3,472
– – 0.07% 144
2023
Q1 		$153K Hold
3,472
– – 0.07% 150
2022
Q4 		$148K Hold
3,472
– – 0.08% 149
2022
Q3 		$134K Hold
3,472
– – 0.07% 159
2022
Q2 		$138K Sell
3,472
-72
-2% -$3.12K 0.07% 159
2022
Q1 		$167K Hold
3,544
– – 0.07% 155
2021
Q4 		$176K Hold
3,544
– – 0.07% 151
2021
Q3 		$164K Hold
3,544
– – 0.07% 155
2021
Q2 		$164K Hold
3,544
– – 0.07% 158
2021
Q1 		$162K Buy
3,544
+200
+6% +$8.78K 0.08% 146
2020
Q4 		$135K Hold
3,344
– – 0.07% 158
2020
Q3 		$130K Sell
3,344
-40
-1% -$1.31K 0.07% 159
2020
Q2 		$106K Buy
3,384
+300
+10% +$8.76K 0.07% 157
2020
Q1 		$89K Hold
3,084
– – 0.06% 159
2019
Q4 		$112K Hold
3,084
– – 0.07% 143
2019
Q3 		$105K Hold
3,084
– – 0.07% 145
2019
Q2 		$105K Hold
3,084
– – 0.08% 147
2019
Q1 		$103K Buy
3,084
+9
+0.3% +$294 0.08% 144
2018
Q4 		$90K Sell
3,075
-72
-2% -$2.34K 0.08% 150
2018
Q3 		$100 Buy
3,147
+249
+9% +$9.01K 0.07% 144
2018
Q2 		$103 Hold
2,898
– – 0.07% 150
2018
Q1 		$96K Buy
2,898
+18
+0.6% +$606 0.07% 156
2017
Q4 		$96K Buy
+2,880
New +$94.4K 0.08% 157

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

Front Row Advisors's SPMD Position: Q1 2026 in Review

Front Row Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 2,491 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #131.

Front Row Advisors first reported a position in SPMD in Q4 2017 and has held it in 34 quarters since. The position peaked at $185K in Q1 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Front Row Advisors held 2,491 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $148K as of Q1 2026.
  • Front Row Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Front Row Advisors's portfolio in Q1 2026, its #131 holding.
  • Front Row Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Front Row Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $185K in Q1 2024.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Front Row Advisors's 13F filing for Q1 2026, filed 19 May 2026.