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Fusion Family Wealth’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Fusion Family Wealth’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 		$882K Hold
14,891
– – 0.07% 25
2025
Q4 		$862K Hold
14,891
– – 0.07% 25
2025
Q3 		$852K Hold
14,891
– – 0.06% 26
2025
Q2 		$810K Hold
14,891
– – 0.07% 26
2025
Q1 		$762K Hold
14,891
– – 0.07% 25
2024
Q4 		$814K Hold
14,891
– – 0.07% 25
2024
Q3 		$814K Hold
14,891
– – 0.08% 25
2024
Q2 		$764K Hold
14,891
– – 0.08% 25
2024
Q1 		$794K Hold
14,891
– – 0.08% 24
2023
Q4 		$725K Hold
14,891
– – 0.08% 25
2023
Q3 		$652K Hold
14,891
– – 0.08% 25
2023
Q2 		$683K Hold
14,891
– – 0.08% 25
2023
Q1 		$654K Hold
14,891
– – 0.08% 25
2022
Q4 		$633K Hold
14,891
– – 0.09% 24
2022
Q3 		$687K Hold
14,891
– – 0.1% 22
2022
Q2 		$591K Hold
14,891
– – 0.08% 22
2022
Q1 		$702K Hold
14,891
– – 0.09% 24
2021
Q4 		$741K Hold
14,891
– – 0.11% 23
2021
Q3 		$687K Hold
14,891
– – 0.1% 22
2021
Q2 		$703K Buy
+14,891
New +$707K 0.11% 22

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 $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fusion Family Wealth's SPMD Position: Q1 2026 in Review

Fusion Family Wealth held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 14,891 shares worth $882K. The position accounts for 0.07% of the portfolio, ranked #25.

Fusion Family Wealth first reported a position in SPMD in Q2 2021 and has held it in 20 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Fusion Family Wealth held 14,891 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $882K as of Q1 2026.
  • Fusion Family Wealth 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 0.07% of Fusion Family Wealth's portfolio in Q1 2026, its #25 holding.
  • Fusion Family Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.