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Investment Planning Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Investment Planning 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 		$635K Sell
10,724
-33
-0.3% -$2.01K 0.17% 57
2025
Q4 		$623K Sell
10,757
-349
-3% -$20K 0.18% 53
2025
Q3 		$635K Sell
11,106
-83
-0.7% -$4.68K 0.2% 49
2025
Q2 		$608K Sell
11,189
-129
-1% -$6.64K 0.22% 44
2025
Q1 		$579K Sell
11,318
-57,180
-83% -$3.12M 0.24% 45
2024
Q4 		$3.75M Sell
68,498
-1,409
-2% -$79.3K 1.64% 18
2024
Q3 		$3.59M Hold
69,907
– – 1.83% 19
2024
Q2 		$3.59M Buy
+69,907
New +$3.61M 1.83% 19

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

Investment Planning Advisors's SPMD Position: Q1 2026 in Review

Investment Planning Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.31% in Q1 2026, selling an estimated $2.01K and leaving 10,724 shares worth $635K. The position accounts for 0.17% of the portfolio, ranked #57.

Investment Planning Advisors first reported a position in SPMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.75M in Q4 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Investment Planning Advisors held 10,724 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $635K as of Q1 2026.
  • Investment Planning Advisors sold 33 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $2.01K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.17% of Investment Planning Advisors's portfolio in Q1 2026, its #57 holding.
  • Investment Planning Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • Investment Planning Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.75M in Q4 2024.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.