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Ironwood Wealth Management (Arizona)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$488K Sell
8,245
-516
-6% -$31.4K 0.14% 27
2025
Q4 		$507K Buy
8,761
+11
+0.1% +$632 0.15% 26
2025
Q3 		$500K Sell
8,750
-85
-1% -$4.79K 0.17% 26
2025
Q2 		$480K Sell
8,835
-5,417
-38% -$279K 0.18% 26
2025
Q1 		$729K Sell
14,252
-742
-5% -$40.4K 0.22% 26
2024
Q4 		$820K Sell
14,994
-2,372
-14% -$133K 0.25% 26
2024
Q3 		$950K Sell
17,366
-1,622
-9% -$85.8K 0.29% 24
2024
Q2 		$974K Sell
18,988
-4,222
-18% -$218K 0.32% 26
2024
Q1 		$1.24M Sell
23,210
-1,294
-5% -$64.4K 0.4% 23
2023
Q4 		$1.19M Sell
24,504
-357
-1% -$15.9K 0.4% 24
2023
Q3 		$1.09M Sell
24,861
-1,731
-7% -$79.6K 0.44% 27
2023
Q2 		$1.22M Buy
26,592
+1,060
+4% +$46.3K 0.45% 25
2023
Q1 		$1.12M Sell
25,532
-2,901
-10% -$130K 0.44% 26
2022
Q4 		$1.21M Buy
28,433
+19,845
+231% +$842K 0.5% 25
2022
Q3 		$341K Hold
8,588
– – 0.15% 29
2022
Q2 		$341K Buy
8,588
+3,071
+56% +$133K 0.15% 29
2022
Q1 		$260K Sell
5,517
-638
-10% -$29.8K 0.11% 33
2021
Q4 		$306K Sell
6,155
-3
-0% -$147 0.13% 27
2021
Q3 		$284K Sell
6,158
-102
-2% -$4.82K 0.13% 27
2021
Q2 		$295K Sell
6,260
-3,578
-36% -$170K 0.17% 26
2021
Q1 		$450K Sell
9,838
-1,107
-10% -$48.6K 0.29% 25
2020
Q4 		$442K Sell
10,945
-509
-4% -$18.9K 0.27% 25
2020
Q3 		$358K Hold
11,454
– – 0.27% 22
2020
Q2 		$358K Sell
11,454
-1,386
-11% -$40.5K 0.27% 22
2020
Q1 		$325K Buy
12,840
+3,685
+40% +$121K 0.27% 26
2019
Q4 		$332K Sell
9,155
-2,492
-21% -$86.9K 0.23% 31
2019
Q3 		$395K Buy
11,647
+7,912
+212% +$267K 0.29% 28
2019
Q2 		$127K Buy
3,735
+84
+2% +$2.83K 0.1% 37
2019
Q1 		$122K Buy
3,651
+2,757
+308% +$90.1K 0.1% 38
2018
Q4 		$26K Buy
894
+617
+223% +$20.1K 0.03% 43
2018
Q3 		$10K Hold
277
– – 0.01% 51
2018
Q2 		$10K Buy
+277
New +$9.53K 0.01% 47

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 $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

Ironwood Wealth Management (Arizona)'s SPMD Position: Q1 2026 in Review

Ironwood Wealth Management (Arizona) reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.9% in Q1 2026, selling an estimated $31.4K and leaving 8,245 shares worth $488K. The position accounts for 0.14% of the portfolio, ranked #27.

Ironwood Wealth Management (Arizona) first reported a position in SPMD in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.24M in Q1 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Ironwood Wealth Management (Arizona) held 8,245 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $488K as of Q1 2026.
  • Ironwood Wealth Management (Arizona) sold 516 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $31.4K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.14% of Ironwood Wealth Management (Arizona)'s portfolio in Q1 2026, its #27 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 32 quarters since.
  • Ironwood Wealth Management (Arizona)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.24M in Q1 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 Ironwood Wealth Management (Arizona)'s 13F filing for Q1 2026, filed 23 Apr 2026.