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Gen-Wealth Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Gen-Wealth Partners’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 		$557K Sell
9,411
-262
-3% -$15.9K 0.18% 119
2025
Q4 		$560K Buy
9,673
+474
+5% +$27.2K 0.18% 114
2025
Q3 		$526K Buy
+9,199
New +$518K 0.18% 134

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

Gen-Wealth Partners's SPMD Position: Q1 2026 in Review

Gen-Wealth Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.7% in Q1 2026, selling an estimated $15.9K and leaving 9,411 shares worth $557K. The position accounts for 0.18% of the portfolio, ranked #119.

Gen-Wealth Partners first reported a position in SPMD in Q3 2025 and has held it in 3 quarters since. The position peaked at $560K in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Gen-Wealth Partners held 9,411 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $557K as of Q1 2026.
  • Gen-Wealth Partners sold 262 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $15.9K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.18% of Gen-Wealth Partners's portfolio in Q1 2026, its #119 holding.
  • Gen-Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Gen-Wealth Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $560K in Q4 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 Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.