JFG
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JDM Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

JDM Financial 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 		$187K Buy
3,159
+1
+0% +$61 0.07% 61
2025
Q4 		$183K Sell
3,158
-29
-0.9% -$1.67K 0.07% 63
2025
Q3 		$182K Buy
3,187
+1
+0% +$56 0.08% 56
2025
Q2 		$173K Sell
3,186
-59
-2% -$3.04K 0.08% 54
2025
Q1 		$166K Sell
3,245
-508
-14% -$27.7K 0.08% 53
2024
Q4 		$205K Buy
3,753
+1
+0% +$56 0.11% 49
2024
Q3 		$205K Sell
3,752
-1,154
-24% -$61K 0.11% 50
2024
Q2 		$252K Buy
4,906
+1
+0% +$52 0.17% 44
2024
Q1 		$262K Buy
4,905
+1
+0% +$50 0.19% 38
2023
Q4 		$239K Buy
4,904
+43
+0.9% +$1.92K 0.2% 33
2023
Q3 		$213K Buy
4,861
+2
+0% +$92 0.2% 34
2023
Q2 		$223K Buy
4,859
+5
+0.1% +$218 0.19% 36
2023
Q1 		$213K Sell
4,854
-454
-9% -$20.3K 0.2% 35
2022
Q4 		$226K Buy
+5,308
New +$225K 0.22% 30

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

JDM Financial Group's SPMD Position: Q1 2026 in Review

JDM Financial Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.03% in Q1 2026, buying an estimated $61 and bringing the position to 3,159 shares worth $187K. The position accounts for 0.07% of the portfolio, ranked #61.

JDM Financial Group first reported a position in SPMD in Q4 2022 and has held it in 14 quarters since. The position peaked at $262K in Q1 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • JDM Financial Group held 3,159 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $187K as of Q1 2026.
  • JDM Financial Group bought 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q1 2026, an estimated $61.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of JDM Financial Group's portfolio in Q1 2026, its #61 holding.
  • JDM Financial 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.
  • JDM Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $262K 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 JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.