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

GeoWealth 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 		$5.4M Sell
91,226
-965
-1% -$58.7K 0.19% 66
2025
Q4 		$5.34M Buy
92,191
+9,340
+11% +$537K 0.2% 68
2025
Q3 		$4.74M Buy
82,851
+7,672
+10% +$432K 0.17% 76
2025
Q2 		$4.09M Buy
75,179
+60,671
+418% +$3.12M 0.16% 76
2025
Q1 		$743K Sell
14,508
-42,992
-75% -$2.34M 0.03% 334
2024
Q4 		$3.14M Sell
57,500
-3,575
-6% -$201K 0.1% 133
2024
Q3 		$3.34M Buy
61,075
+45,284
+287% +$2.39M 0.12% 133
2024
Q2 		$810K Sell
15,791
-37,219
-70% -$1.92M 0.04% 311
2024
Q1 		$2.83M Sell
53,010
-6,946
-12% -$345K 0.11% 138
2023
Q4 		$2.92M Buy
59,956
+6,722
+13% +$299K 0.24% 90
2023
Q3 		$2.33M Buy
53,234
+3,205
+6% +$147K 0.26% 92
2023
Q2 		$2.3M Buy
50,029
+4,232
+9% +$185K 0.25% 82
2023
Q1 		$2.01M Buy
45,797
+3,761
+9% +$168K 0.24% 68
2022
Q4 		$1.79M Buy
42,036
+8,007
+24% +$340K 0.19% 84
2022
Q3 		$1.31M Buy
34,029
+6,542
+24% +$277K 0.14% 102
2022
Q2 		$1.09M Sell
27,487
-58,447
-68% -$2.54M 0.15% 100
2022
Q1 		$4.05M Buy
85,934
+158
+0.2% +$7.39K 0.36% 71
2021
Q4 		$4.27M Buy
85,776
+60,652
+241% +$2.96M 0.35% 68
2021
Q3 		$1.16M Sell
25,124
-16,711
-40% -$789K 0.1% 150
2021
Q2 		$1.98M Buy
41,835
+12,205
+41% +$579K 0.25% 80
2021
Q1 		$1.36M Sell
29,630
-592
-2% -$26K 0.21% 77
2020
Q4 		$1.22M Buy
30,222
+2,610
+9% +$96.8K 0.2% 100
2020
Q3 		$900K Buy
27,612
+3,643
+15% +$120K 0.27% 82
2020
Q2 		$750K Buy
+23,969
New +$700K 0.31% 77
2020
Q1 		– Sell
-28,359
Closed -$1.03M – 121
2019
Q4 		$1.03M Sell
28,359
-44,427
-61% -$1.55M 0.55% 47
2019
Q3 		$2.47M Buy
+72,786
New +$2.45M 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

GeoWealth Management's SPMD Position: Q1 2026 in Review

GeoWealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1% in Q1 2026, selling an estimated $58.7K and leaving 91,226 shares worth $5.4M. The position accounts for 0.19% of the portfolio, ranked #66.

GeoWealth Management first reported a position in SPMD in Q3 2019 and has held it in 26 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • GeoWealth Management held 91,226 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.4M as of Q1 2026.
  • GeoWealth Management sold 965 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $58.7K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.19% of GeoWealth Management's portfolio in Q1 2026, its #66 holding.
  • GeoWealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2019 and has held it in 26 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 GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.