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HFM Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

HFM Investment Advisors’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 		$17.5K Buy
296
+117
+65% +$7.12K 0.01% 95
2025
Q4 		$10.3K Buy
179
+23
+15% +$1.32K ﹤0.01% 124
2025
Q3 		$8.9K Buy
156
+4
+3% +$225 ﹤0.01% 87
2025
Q2 		$8.29K Sell
152
-4
-3% -$206 ﹤0.01% 92
2025
Q1 		$7.98K Buy
+156
New +$8.5K ﹤0.01% 86

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

HFM Investment Advisors's SPMD Position: Q1 2026 in Review

HFM Investment Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 65% in Q1 2026, buying an estimated $7.12K and bringing the position to 296 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #95.

HFM Investment Advisors first reported a position in SPMD in Q1 2025 and has held it in 5 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • HFM Investment Advisors held 296 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $17.5K as of Q1 2026.
  • HFM Investment Advisors bought 117 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $7.12K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #95 holding.
  • HFM Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 5 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 HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.