JF
SPMD icon

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

JSF Financial’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 		– Sell
-36,431
Closed -$2.11M – 135
2025
Q4 		$2.11M Buy
36,431
+1,293
+4% +$74.3K 0.44% 33
2025
Q3 		$2.01M Buy
35,138
+2,803
+9% +$158K 0.45% 34
2025
Q2 		$1.76M Sell
32,335
-3,561
-10% -$183K 0.42% 35
2025
Q1 		$1.84M Buy
35,896
+2,126
+6% +$116K 0.48% 33
2024
Q4 		$1.85M Buy
33,770
+580
+2% +$32.6K 0.49% 34
2024
Q3 		$1.81M Sell
33,190
-3,781
-10% -$200K 0.53% 33
2024
Q2 		$1.9M Sell
36,971
-3,741
-9% -$193K 0.58% 29
2024
Q1 		$2.17M Sell
40,712
-1,158
-3% -$57.6K 0.68% 26
2023
Q4 		$2.04M Sell
41,870
-404
-1% -$18K 0.71% 26
2023
Q3 		$1.85M Sell
42,274
-9,115
-18% -$419K 0.72% 26
2023
Q2 		$2.36M Buy
51,389
+3,189
+7% +$139K 0.83% 28
2023
Q1 		$2.12M Buy
+48,200
New +$2.16M 0.79% 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 $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

JSF Financial's SPMD Position: Q1 2026 in Review

JSF Financial sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 36,431 shares — an estimated $2.11M sold.

JSF Financial first reported a position in SPMD in Q1 2023 and held it in 12 quarters. The position peaked at $2.36M in Q2 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • JSF Financial reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • JSF Financial sold 36,431 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $2.11M.
  • JSF Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and held it in 12 quarters.
  • JSF Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.36M in Q2 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 JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.