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

Integrated Wealth Concepts’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 		$9.86M Buy
166,472
+80,004
+93% +$4.87M 0.08% 250
2025
Q4 		$5.01M Sell
86,468
-56,020
-39% -$3.22M 0.06% 290
2025
Q3 		$8.15M Buy
142,488
+3,731
+3% +$210K 0.07% 262
2025
Q2 		$7.55M Buy
138,757
+19,527
+16% +$1.01M 0.08% 248
2025
Q1 		$6.1M Sell
119,230
-3,202
-3% -$175K 0.07% 270
2024
Q4 		$6.7M Buy
122,432
+11,436
+10% +$644K 0.08% 242
2024
Q3 		$6.07M Sell
110,996
-33,240
-23% -$1.76M 0.07% 244
2024
Q2 		$7.4M Buy
144,236
+5,338
+4% +$275K 0.1% 205
2024
Q1 		$7.41M Sell
138,898
-7,795
-5% -$388K 0.11% 209
2023
Q4 		$7.15M Sell
146,693
-52,282
-26% -$2.33M 0.12% 188
2023
Q3 		$8.71M Sell
198,975
-39,684
-17% -$1.82M 0.15% 156
2023
Q2 		$11M Buy
238,659
+94,680
+66% +$4.14M 0.19% 129
2023
Q1 		$6.33M Buy
143,979
+95,487
+197% +$4.27M 0.13% 169
2022
Q4 		$2.06M Buy
48,492
+4,207
+9% +$179K 0.06% 309
2022
Q3 		$1.71M Sell
44,285
-1,475
-3% -$62.5K 0.05% 320
2022
Q2 		$1.82M Buy
45,760
+1,183
+3% +$51.3K 0.06% 300
2022
Q1 		$2.1M Sell
44,577
-2,828
-6% -$132K 0.06% 250
2021
Q4 		$2.36M Sell
47,405
-4,341
-8% -$212K 0.07% 235
2021
Q3 		$2.39M Sell
51,746
-2,599
-5% -$123K 0.08% 217
2021
Q2 		$2.57M Buy
54,345
+10,867
+25% +$516K 0.09% 184
2021
Q1 		$1.99M Buy
43,478
+12,211
+39% +$536K 0.08% 186
2020
Q4 		$1.26M Buy
+31,267
New +$1.16M 0.06% 211

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

Integrated Wealth Concepts's SPMD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 93% in Q1 2026, buying an estimated $4.87M and bringing the position to 166,472 shares worth $9.86M. The position accounts for 0.08% of the portfolio, ranked #250.

Integrated Wealth Concepts first reported a position in SPMD in Q4 2020 and has held it in 22 quarters since. The position peaked at $11M in Q2 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Integrated Wealth Concepts held 166,472 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $9.86M as of Q1 2026.
  • Integrated Wealth Concepts bought 80,004 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $4.87M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Integrated Wealth Concepts's portfolio in Q1 2026, its #250 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $11M in Q2 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 Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.