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IMG Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

IMG Wealth Management’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 		$4.32K Hold
73
– – ﹤0.01% 393
2025
Q4 		$4.23K Buy
73
+10
+16% +$574 ﹤0.01% 426
2025
Q3 		$3.6K Sell
63
-24
-28% -$1.35K ﹤0.01% 389
2025
Q2 		$4.73K Buy
87
+24
+38% +$1.24K ﹤0.01% 351
2025
Q1 		$3.22K Hold
63
– – ﹤0.01% 255
2024
Q4 		$3.44K Buy
+63
New +$3.54K ﹤0.01% 218

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

IMG Wealth Management's SPMD Position: Q1 2026 in Review

IMG Wealth Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 73 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

IMG Wealth Management first reported a position in SPMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.73K in Q2 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • IMG Wealth Management held 73 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.32K as of Q1 2026.
  • IMG Wealth Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #393 holding.
  • IMG Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.73K in Q2 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 IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.