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

IFG Advisory’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
-79,375
Closed -$4.6M – 796
2025
Q4 		$4.6M Buy
79,375
+1,801
+2% +$103K 0.2% 135
2025
Q3 		$4.44M Sell
77,574
-7,120
-8% -$401K 0.2% 133
2025
Q2 		$4.61M Sell
84,694
-2,926
-3% -$151K 0.23% 115
2025
Q1 		$4.48M Buy
87,620
+3,303
+4% +$180K 0.25% 106
2024
Q4 		$4.61M Buy
84,317
+1,640
+2% +$92.3K 0.26% 104
2024
Q3 		$4.52M Sell
82,677
-487
-0.6% -$25.8K 0.29% 100
2024
Q2 		$4.27M Sell
83,164
-4,185
-5% -$216K 0.27% 98
2024
Q1 		$4.66M Sell
87,349
-16,594
-16% -$825K 0.35% 87
2023
Q4 		$5.06M Buy
103,943
+1,625
+2% +$72.4K 0.37% 68
2023
Q3 		$4.48M Buy
102,318
+9,426
+10% +$433K 0.38% 61
2023
Q2 		$4.26M Buy
92,892
+6,776
+8% +$296K 0.38% 72
2023
Q1 		$3.78M Buy
86,116
+25,323
+42% +$1.13M 0.35% 70
2022
Q4 		$2.58M Sell
60,793
-1,460
-2% -$62K 0.26% 95
2022
Q3 		$2.4M Buy
62,253
+7,690
+14% +$326K 0.22% 105
2022
Q2 		$2.17M Buy
54,563
+261
+0.5% +$11.3K 0.23% 95
2022
Q1 		$2.56M Buy
54,302
+7,362
+16% +$344K 0.26% 96
2021
Q4 		$2.33M Buy
46,940
+8,012
+21% +$391K 0.23% 104
2021
Q3 		$1.8M Buy
38,928
+8,045
+26% +$380K 0.19% 138
2021
Q2 		$1.46M Buy
30,883
+16,560
+116% +$786K 0.16% 160
2021
Q1 		$655K Buy
14,323
+5,280
+58% +$232K 0.08% 255
2020
Q4 		$365K Buy
+9,043
New +$335K 0.05% 320

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

IFG Advisory's SPMD Position: Q1 2026 in Review

IFG Advisory sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 79,375 shares — an estimated $4.6M sold.

IFG Advisory first reported a position in SPMD in Q4 2020 and held it in 21 quarters. The position peaked at $5.06M in Q4 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • IFG Advisory reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 79,375 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $4.6M.
  • IFG Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 21 quarters.
  • IFG Advisory's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.06M in Q4 2023.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.