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

Investmark Advisory Group’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	$269K	Hold	4,534	–	–	0.11%	115
2025 Q4	$263K	Sell	4,534 -2,000	-31%	-$115K	0.11%	115
2025 Q3	$374K	Hold	6,534	–	–	0.16%	93
2025 Q2	$355K	Hold	6,534	–	–	0.17%	91
2025 Q1	$334K	Hold	6,534	–	–	0.17%	87
2024 Q4	$357K	Sell	6,534 -2,500	-28%	-$141K	0.18%	83
2024 Q3	$494K	Hold	9,034	–	–	0.24%	71
2024 Q2	$463K	Hold	9,034	–	–	0.25%	71
2024 Q1	$482K	Sell	9,034 -1,784	-16%	-$88.7K	0.26%	72
2023 Q4	$527K	Hold	10,818	–	–	0.31%	66
2023 Q3	$474K	Hold	10,818	–	–	0.32%	61
2023 Q2	$496K	Sell	10,818 -750	-6%	-$32.8K	0.33%	55
2023 Q1	$508K	Hold	11,568	–	–	0.37%	51
2022 Q4	$492K	Buy	+11,568	New	+$491K	0.36%	59

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Investmark Advisory Group's SPMD Position: Q1 2026 in Review

Investmark Advisory Group held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 4,534 shares worth $269K. The position accounts for 0.11% of the portfolio, ranked #115.

Investmark Advisory Group first reported a position in SPMD in Q4 2022 and has held it in 14 quarters since. The position peaked at $527K in Q4 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Investmark Advisory Group held 4,534 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $269K as of Q1 2026.
Investmark Advisory Group 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 0.11% of Investmark Advisory Group's portfolio in Q1 2026, its #115 holding.
Investmark Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 14 quarters since.
Investmark Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $527K 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 Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.