HighTower Advisors
SPMD icon

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

HighTower 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 		$118M Sell
1,996,959
-18,719
-0.9% -$1.14M 0.13% 166
2025
Q4 		$117M Sell
2,015,678
-1,316,368
-40% -$75.6M 0.13% 168
2025
Q3 		$191M Buy
3,332,046
+125,678
+4% +$7.08M 0.22% 102
2025
Q2 		$174M Buy
3,206,368
+242,156
+8% +$12.5M 0.22% 99
2025
Q1 		$152M Buy
2,964,212
+159,576
+6% +$8.7M 0.21% 110
2024
Q4 		$153M Buy
2,804,636
+75,029
+3% +$4.22M 0.21% 109
2024
Q3 		$149M Buy
2,729,607
+100,426
+4% +$5.31M 0.21% 105
2024
Q2 		$135M Buy
2,629,181
+72,733
+3% +$3.75M 0.21% 104
2024
Q1 		$136M Buy
2,556,448
+3,062
+0.1% +$152K 0.22% 103
2023
Q4 		$124M Buy
2,553,386
+266,799
+12% +$11.9M 0.21% 109
2023
Q3 		$100M Buy
2,286,587
+304,723
+15% +$14M 0.19% 119
2023
Q2 		$91M Buy
1,981,864
+387,762
+24% +$16.9M 0.18% 120
2023
Q1 		$70M Buy
1,594,102
+673,272
+73% +$30.1M 0.15% 155
2022
Q4 		$39.2M Buy
920,830
+229,939
+33% +$9.76M 0.09% 244
2022
Q3 		$26.6M Buy
690,891
+170,830
+33% +$7.24M 0.07% 285
2022
Q2 		$20.7M Buy
520,061
+129,544
+33% +$5.62M 0.05% 330
2022
Q1 		$18.4M Buy
390,517
+23,550
+6% +$1.1M 0.04% 408
2021
Q4 		$18.2M Buy
366,967
+194,773
+113% +$9.51M 0.04% 409
2021
Q3 		$7.94M Buy
172,194
+1,338
+0.8% +$63.2K 0.02% 641
2021
Q2 		$8.05M Sell
170,856
-10,093
-6% -$479K 0.02% 606
2021
Q1 		$8.28M Sell
180,949
-3,055
-2% -$134K 0.03% 550
2020
Q4 		$7.44M Buy
184,004
+89,889
+96% +$3.33M 0.03% 458
2020
Q3 		$3.08M Sell
94,115
-4,224
-4% -$139K 0.01% 724
2020
Q2 		$3.07M Buy
98,339
+408
+0.4% +$11.9K 0.02% 662
2020
Q1 		$2.48M Buy
97,931
+7,821
+9% +$256K 0.02% 676
2019
Q4 		$3.27M Buy
90,110
+792
+0.9% +$27.6K 0.02% 703
2019
Q3 		$3.02M Buy
89,318
+2,864
+3% +$96.5K 0.02% 749
2019
Q2 		$2.94M Buy
86,454
+5,344
+7% +$180K 0.02% 757
2019
Q1 		$2.7M Buy
81,110
+5,283
+7% +$173K 0.02% 740
2018
Q4 		$2.23M Buy
75,827
+8,060
+12% +$262K 0.02% 724
2018
Q3 		$2.45M Buy
67,767
+3,195
+5% +$116K 0.02% 764
2018
Q2 		$2.26M Buy
64,572
+3,529
+6% +$121K 0.02% 799
2018
Q1 		$2.02M Buy
61,043
+2,703
+5% +$91.1K 0.02% 804
2017
Q4 		$1.96M Buy
58,340
+4,949
+9% +$162K 0.02% 835
2017
Q3 		$1.71M Buy
53,391
+8,736
+20% +$269K 0.01% 882
2017
Q2 		$1.39M Buy
44,655
+11,724
+36% +$358K 0.01% 935
2017
Q1 		$1M Buy
32,931
+942
+3% +$28.4K 0.01% 1032
2016
Q4 		$948K Buy
31,989
+195
+0.6% +$5.51K 0.01% 992
2016
Q3 		$871K Buy
+31,794
New +$867K 0.01% 981

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

HighTower Advisors's SPMD Position: Q1 2026 in Review

HighTower Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.93% in Q1 2026, selling an estimated $1.14M and leaving 1,996,959 shares worth $118M. The position accounts for 0.13% of the portfolio, ranked #166.

HighTower Advisors first reported a position in SPMD in Q3 2016 and has held it in 39 quarters since. The position peaked at $191M in Q3 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • HighTower Advisors held 1,996,959 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $118M as of Q1 2026.
  • HighTower Advisors sold 18,719 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $1.14M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.13% of HighTower Advisors's portfolio in Q1 2026, its #166 holding.
  • HighTower Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2016 and has held it in 39 quarters since.
  • HighTower Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $191M in Q3 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.