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FSB Premier Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

FSB Premier Wealth Management’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 		$1.09M Sell
18,470
-478
-3% -$29.1K 0.34% 76
2025
Q4 		$1.1M Buy
18,948
+87
+0.5% +$5K 0.35% 76
2025
Q3 		$1.08M Sell
18,861
-3,701
-16% -$209K 0.35% 78
2025
Q2 		$1.23M Buy
22,562
+108
+0.5% +$5.56K 0.44% 62
2025
Q1 		$1.15M Buy
22,454
+1,071
+5% +$58.4K 0.45% 63
2024
Q4 		$1.17M Buy
21,383
+131
+0.6% +$7.37K 0.47% 53
2024
Q3 		$1.16M Buy
21,252
+519
+3% +$27.4K 0.48% 53
2024
Q2 		$1.06M Buy
20,733
+869
+4% +$44.8K 0.48% 48
2024
Q1 		$1.06M Sell
19,864
-1,505
-7% -$74.9K 0.49% 46
2023
Q4 		$1.04M Buy
21,369
+555
+3% +$24.7K 0.52% 42
2023
Q3 		$911K Sell
20,814
-857
-4% -$39.4K 0.51% 42
2023
Q2 		$995K Buy
21,671
+5
+0% +$218 0.54% 42
2023
Q1 		$952K Sell
21,666
-1,147
-5% -$51.3K 0.53% 43
2022
Q4 		$970K Sell
22,813
-402
-2% -$17.1K 0.53% 44
2022
Q3 		$895K Buy
23,215
+166
+0.7% +$7.04K 0.52% 44
2022
Q2 		$914K Sell
23,049
-457
-2% -$19.8K 0.51% 47
2022
Q1 		$1.06M Sell
23,506
-439
-2% -$20.5K 0.53% 43
2021
Q4 		$1.19M Buy
23,945
+1,308
+6% +$63.9K 0.5% 39
2021
Q3 		$1.04M Buy
22,637
+873
+4% +$41.2K 0.52% 35
2021
Q2 		$1.03M Sell
21,764
-620
-3% -$29.4K 0.53% 36
2021
Q1 		$1.02M Buy
+22,384
New +$982K 0.55% 37

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

FSB Premier Wealth Management's SPMD Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.5% in Q1 2026, selling an estimated $29.1K and leaving 18,470 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #76.

FSB Premier Wealth Management first reported a position in SPMD in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.23M in Q2 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • FSB Premier Wealth Management held 18,470 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.09M as of Q1 2026.
  • FSB Premier Wealth Management sold 478 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $29.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.34% of FSB Premier Wealth Management's portfolio in Q1 2026, its #76 holding.
  • FSB Premier Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • FSB Premier Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.23M in Q2 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.