Jim Simons
SPMD icon

Jim Simons’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Jim Simons’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 		$4.54M Buy
+76,700
New +$4.67M 0.01% 1434
2025
Q4 		– Sell
-10,100
Closed -$578K – 3729
2025
Q3 		$578K Sell
10,100
-15,500
-61% -$873K ﹤0.01% 2730
2025
Q2 		$1.39M Buy
25,600
+20,200
+374% +$1.04M ﹤0.01% 2322
2025
Q1 		$276K Sell
5,400
-33,300
-86% -$1.82M ﹤0.01% 2954
2024
Q4 		$2.12M Buy
38,700
+34,400
+800% +$1.94M ﹤0.01% 2010
2024
Q3 		$235K Buy
4,300
+400
+10% +$21.2K ﹤0.01% 3072
2024
Q2 		$200K Sell
3,900
-1,200
-24% -$61.9K ﹤0.01% 3049
2024
Q1 		$272K Sell
5,100
-18,100
-78% -$900K ﹤0.01% 3121
2023
Q4 		$1.13M Buy
23,200
+11,100
+92% +$495K ﹤0.01% 2329
2023
Q3 		$530K Buy
12,100
+7,500
+163% +$345K ﹤0.01% 2681
2023
Q2 		$211K Buy
+4,600
New +$201K ﹤0.01% 3284
2023
Q1 		– Sell
-19,900
Closed -$846K – 4368
2022
Q4 		$846K Buy
19,900
+3,800
+24% +$161K ﹤0.01% 2630
2022
Q3 		$621K Sell
16,100
-11,300
-41% -$479K ﹤0.01% 2797
2022
Q2 		$1.09M Sell
27,400
-16,000
-37% -$694K ﹤0.01% 2654
2022
Q1 		$2.05M Buy
43,400
+14,200
+49% +$664K ﹤0.01% 2219
2021
Q4 		$1.45M Buy
29,200
+13,100
+81% +$640K ﹤0.01% 2390
2021
Q3 		$743K Sell
16,100
-21,900
-58% -$1.03M ﹤0.01% 2707
2021
Q2 		$1.79M Buy
38,000
+8,800
+30% +$418K ﹤0.01% 2326
2021
Q1 		$1.34M Buy
29,200
+7,500
+35% +$329K ﹤0.01% 2469
2020
Q4 		$877K Sell
21,700
-22,800
-51% -$846K ﹤0.01% 2568
2020
Q3 		$1.45M Buy
44,500
+28,500
+178% +$936K ﹤0.01% 2304
2020
Q2 		$500K Buy
+16,000
New +$467K ﹤0.01% 2877

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 $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $4.84B AUM 25.68% 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

Jim Simons's SPMD Position: Q1 2026 in Review

Jim Simons opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 76,700 shares worth $4.54M. The stake represents 0.01% of the portfolio and ranks #1434 among its holdings. This is a return to the name: Jim Simons previously reported a position in SPMD as recently as Q3 2025.

Jim Simons first reported a position in SPMD in Q2 2020 and has held it in 22 quarters since. 811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Jim Simons held 76,700 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.54M as of Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Jim Simons position in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1434 holding.
  • Jim Simons first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 22 quarters since.
  • 811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.