IC
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IEQ Capital’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

IEQ Capital’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 		$639K Sell
10,786
-12
-0.1% -$730 ﹤0.01% 1199
2025
Q4 		$625K Buy
10,798
+310
+3% +$17.8K ﹤0.01% 1230
2025
Q3 		$600K Buy
10,488
+7
+0.1% +$394 ﹤0.01% 1211
2025
Q2 		$570K Sell
10,481
-767
-7% -$39.5K ﹤0.01% 1101
2025
Q1 		$576K Buy
11,248
+1,041
+10% +$56.7K ﹤0.01% 918
2024
Q4 		$558K Hold
10,207
– – 0.01% 808
2024
Q3 		$558K Hold
10,207
– – 0.01% 723
2024
Q2 		$524K Hold
10,207
– – 0.01% 635
2024
Q1 		$544K Sell
10,207
-356
-3% -$17.7K 0.01% 596
2023
Q4 		$515K Buy
10,563
+237
+2% +$10.6K 0.01% 569
2023
Q3 		$452K Sell
10,326
-5,730
-36% -$263K 0.01% 597
2023
Q2 		$737K Sell
16,056
-6,167
-28% -$269K 0.01% 457
2023
Q1 		$976K Sell
22,223
-8,842
-28% -$396K 0.02% 393
2022
Q4 		$1.32M Buy
31,065
+47
+0.2% +$2K 0.04% 314
2022
Q3 		$1.2M Buy
31,018
+57
+0.2% +$2.42K 0.03% 322
2022
Q2 		$1.23M Buy
30,961
+56
+0.2% +$2.43K 0.04% 273
2022
Q1 		$1.46M Buy
30,905
+12,944
+72% +$605K 0.03% 263
2021
Q4 		$893K Buy
+17,961
New +$877K 0.02% 330

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

IEQ Capital's SPMD Position: Q1 2026 in Review

IEQ Capital reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.11% in Q1 2026, selling an estimated $730 and leaving 10,786 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

IEQ Capital first reported a position in SPMD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.46M in Q1 2022. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • IEQ Capital held 10,786 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $639K as of Q1 2026.
  • IEQ Capital sold 12 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $730.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1199 holding.
  • IEQ Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • IEQ Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.46M 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 IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.