IIM
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IFC & Insurance Marketing’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-918
Closed -$53K – 603
2025
Q4 		$53K Buy
+918
New +$52.7K 0.05% 161

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VA
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Envestnet Asset Management
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UBS Group
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Morgan Stanley
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AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IFC & Insurance Marketing's SPMD Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 918 shares — an estimated $53K sold.

IFC & Insurance Marketing first reported a position in SPMD in Q4 2025 and held it in 1 quarter. The position peaked at $53K in Q4 2025. 811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 918 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $53K.
  • IFC & Insurance Marketing first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $53K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.