Spectrum Advisors, Inc.’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Spectrum Advisors, Inc.’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	$7.5M	Buy	+126,598	New	+$7.71M	5.92%	5

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Spectrum Advisors, Inc.'s SPMD Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 126,598 shares worth $7.5M. The stake represents 5.92% of the portfolio and ranks #5 among its holdings.

815 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Spectrum Advisors, Inc. held 126,598 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.5M as of Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Spectrum Advisors, Inc. position in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 5.92% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #5 holding.
815 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.