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

GSB Wealth 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 		$951K Buy
16,052
+932
+6% +$56.7K 0.21% 105
2025
Q4 		$876K Buy
15,120
+580
+4% +$33.3K 0.2% 109
2025
Q3 		$832K Buy
14,540
+431
+3% +$24.3K 0.19% 110
2025
Q2 		$767K Buy
14,109
+1,381
+11% +$71.1K 0.19% 113
2025
Q1 		$651K Buy
12,728
+104
+0.8% +$5.67K 0.17% 118
2024
Q4 		$690K Buy
12,624
+1,010
+9% +$56.8K 0.18% 121
2024
Q3 		$635K Buy
11,614
+69
+0.6% +$3.65K 0.16% 127
2024
Q2 		$592K Buy
11,545
+105
+0.9% +$5.42K 0.16% 132
2024
Q1 		$610K Buy
11,440
+2
+0% +$99 0.17% 129
2023
Q4 		$557K Sell
11,438
-773
-6% -$34.4K 0.17% 129
2023
Q3 		$535K Buy
12,211
+54
+0.4% +$2.48K 0.18% 128
2023
Q2 		$558K Sell
12,157
-77,943
-87% -$3.41M 0.18% 126
2023
Q1 		$3.85M Sell
90,100
-6,702
-7% -$300K 1.26% 17
2022
Q4 		$4.11M Sell
96,802
-4,687
-5% -$199K 1.47% 9
2022
Q3 		$3.91M Sell
101,489
-2,024
-2% -$85.8K 1.42% 11
2022
Q2 		$4.11M Sell
103,513
-10,760
-9% -$467K 1.4% 8
2022
Q1 		$5.39M Buy
114,273
+22,441
+24% +$1.05M 1.57% 8
2021
Q4 		$4.57M Buy
91,832
+3,820
+4% +$187K 1.31% 11
2021
Q3 		$4.06M Buy
88,012
+2,142
+2% +$101K 2.09% 8
2021
Q2 		$4.05M Buy
85,870
+7,457
+10% +$354K 1.26% 15
2021
Q1 		$3.59M Buy
+78,413
New +$3.44M 1.19% 13

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

GSB Wealth Management's SPMD Position: Q1 2026 in Review

GSB Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.2% in Q1 2026, buying an estimated $56.7K and bringing the position to 16,052 shares worth $951K. The position accounts for 0.21% of the portfolio, ranked #105.

GSB Wealth Management first reported a position in SPMD in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.39M in Q1 2022. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • GSB Wealth Management held 16,052 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $951K as of Q1 2026.
  • GSB Wealth Management bought 932 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $56.7K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.21% of GSB Wealth Management's portfolio in Q1 2026, its #105 holding.
  • GSB Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • GSB Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.39M in Q1 2022.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.