IPWA
SPMD icon

International Private Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

International Private Wealth Advisors’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 		$678K Buy
11,441
+320
+3% +$19.5K 0.41% 54
2025
Q4 		$644K Buy
11,121
+894
+9% +$51.4K 0.41% 54
2025
Q3 		$585K Buy
10,227
+580
+6% +$32.7K 0.37% 59
2025
Q2 		$525K Buy
9,647
+494
+5% +$25.4K 0.45% 51
2025
Q1 		$468K Buy
9,153
+1,134
+14% +$61.8K 0.45% 54
2024
Q4 		$439K Buy
8,019
+413
+5% +$23.2K 0.44% 63
2024
Q3 		$416K Buy
+7,606
New +$402K 0.61% 41

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 $424B AUM 22.94% 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 $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

International Private Wealth Advisors's SPMD Position: Q1 2026 in Review

International Private Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.9% in Q1 2026, buying an estimated $19.5K and bringing the position to 11,441 shares worth $678K. The position accounts for 0.41% of the portfolio, ranked #54.

International Private Wealth Advisors first reported a position in SPMD in Q3 2024 and has held it in 7 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • International Private Wealth Advisors held 11,441 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $678K as of Q1 2026.
  • International Private Wealth Advisors bought 320 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $19.5K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.41% of International Private Wealth Advisors's portfolio in Q1 2026, its #54 holding.
  • International Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.