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Great Valley Advisor Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Great Valley Advisor Group’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 		$43.7M Buy
737,838
+55,822
+8% +$3.4M 0.79% 27
2025
Q4 		$39.5M Buy
682,016
+26,649
+4% +$1.53M 0.76% 29
2025
Q3 		$37.5M Buy
655,367
+16,975
+3% +$956K 0.75% 27
2025
Q2 		$34.7M Sell
638,392
-398
-0.1% -$20.5K 0.77% 27
2025
Q1 		$32.7M Sell
638,790
-673,871
-51% -$36.7M 0.7% 30
2024
Q4 		$71.8M Buy
1,312,661
+64,818
+5% +$3.65M 1.61% 8
2024
Q3 		$68.2M Buy
1,247,843
+184,473
+17% +$9.75M 1.68% 8
2024
Q2 		$54.6M Buy
1,063,370
+158,531
+18% +$8.18M 1.53% 8
2024
Q1 		$48.3M Buy
904,839
+124,810
+16% +$6.21M 1.47% 10
2023
Q4 		$38M Buy
780,029
+309,677
+66% +$13.8M 1.33% 11
2023
Q3 		$20.6M Buy
470,352
+21,806
+5% +$1M 0.85% 23
2023
Q2 		$20.6M Buy
448,546
+87,614
+24% +$3.83M 0.86% 21
2023
Q1 		$15.9M Buy
360,932
+13,577
+4% +$608K 0.74% 28
2022
Q4 		$14.8M Buy
347,355
+143
+0% +$6.07K 0.75% 24
2022
Q3 		$13.4M Buy
347,212
+9,306
+3% +$395K 0.75% 29
2022
Q2 		$13.4M Buy
337,906
+19,227
+6% +$834K 0.74% 31
2022
Q1 		$15M Buy
318,679
+33,539
+12% +$1.57M 0.88% 23
2021
Q4 		$14.2M Buy
285,140
+22,754
+9% +$1.11M 0.88% 24
2021
Q3 		$12.1M Buy
262,386
+24,793
+10% +$1.17M 0.83% 23
2021
Q2 		$11.2M Buy
237,593
+10,637
+5% +$505K 0.83% 25
2021
Q1 		$10.4M Buy
226,956
+176,625
+351% +$7.75M 1% 13
2020
Q4 		$2.03M Buy
50,331
+12,375
+33% +$459K 0.21% 107
2020
Q3 		$1.24M Buy
37,956
+8,096
+27% +$266K 0.15% 150
2020
Q2 		$932K Buy
29,860
+6,839
+30% +$200K 0.15% 159
2020
Q1 		$583K Buy
23,021
+5,711
+33% +$187K 0.15% 164
2019
Q4 		$627K Buy
17,310
+5,445
+46% +$190K 0.14% 182
2019
Q3 		$402K Buy
11,865
+309
+3% +$10.4K 0.1% 225
2019
Q2 		$394K Hold
11,556
– – 0.1% 215
2019
Q1 		$385K Buy
+11,556
New +$378K 0.12% 187

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

Great Valley Advisor Group's SPMD Position: Q1 2026 in Review

Great Valley Advisor Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.2% in Q1 2026, buying an estimated $3.4M and bringing the position to 737,838 shares worth $43.7M. The position accounts for 0.79% of the portfolio, ranked #27.

Great Valley Advisor Group first reported a position in SPMD in Q1 2019 and has held it in 29 quarters since. The position peaked at $71.8M in Q4 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Great Valley Advisor Group held 737,838 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $43.7M as of Q1 2026.
  • Great Valley Advisor Group bought 55,822 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $3.4M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.79% of Great Valley Advisor Group's portfolio in Q1 2026, its #27 holding.
  • Great Valley Advisor Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Great Valley Advisor Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $71.8M 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 Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.