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

Graney & King’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	$70K	Buy	1,182 +34	+3%	+$2.07K	0.04%	117
2025 Q4	$66.5K	Hold	1,148	–	–	0.04%	114
2025 Q3	$65.6K	Sell	1,148 -556	-33%	-$31.3K	0.05%	113
2025 Q2	$92.7K	Buy	1,704 +1	+0.1%	+$52	0.06%	89
2025 Q1	$87.2K	Sell	1,703 -777	-31%	-$42.4K	0.06%	86
2024 Q4	$136K	Buy	+2,480	New	+$140K	0.1%	70

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Graney & King's SPMD Position: Q1 2026 in Review

Graney & King increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3% in Q1 2026, buying an estimated $2.07K and bringing the position to 1,182 shares worth $70K. The position accounts for 0.04% of the portfolio, ranked #117.

Graney & King first reported a position in SPMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $136K in Q4 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Graney & King held 1,182 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $70K as of Q1 2026.
Graney & King bought 34 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $2.07K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Graney & King's portfolio in Q1 2026, its #117 holding.
Graney & King first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
Graney & King's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $136K in Q4 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 Graney & King's 13F filing for Q1 2026, filed 18 May 2026.