Kelman-Lazarov Inc’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Kelman-Lazarov 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	$1.67M	Sell	28,125 -1,251	-4%	-$76.2K	0.24%	43
2025 Q4	$1.7M	Buy	29,376 +354	+1%	+$20.3K	0.24%	44
2025 Q3	$1.66M	Sell	29,022 -385	-1%	-$21.7K	0.25%	46
2025 Q2	$1.6M	Sell	29,407 -102	-0.3%	-$5.25K	0.26%	42
2025 Q1	$1.51M	Sell	29,509 -174	-0.6%	-$9.48K	0.27%	39
2024 Q4	$1.62M	Sell	29,683 -7,897	-21%	-$444K	0.29%	37
2024 Q3	$2.05M	Buy	37,580 +254	+0.7%	+$13.4K	0.35%	33
2024 Q2	$1.91M	Buy	37,326 +2,428	+7%	+$125K	0.36%	33
2024 Q1	$1.86M	Sell	34,898 -548	-2%	-$27.3K	0.36%	35
2023 Q4	$1.73M	Sell	35,446 -669	-2%	-$29.8K	0.37%	34
2023 Q3	$1.58M	Buy	36,115 +3,250	+10%	+$149K	0.37%	35
2023 Q2	$1.51M	Buy	32,865 +6,281	+24%	+$274K	0.36%	38
2023 Q1	$1.17M	Buy	26,584 +3,754	+16%	+$168K	0.3%	40
2022 Q4	$970K	Buy	+22,830	New	+$969K	0.27%	43

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Kelman-Lazarov Inc's SPMD Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.3% in Q1 2026, selling an estimated $76.2K and leaving 28,125 shares worth $1.67M. The position accounts for 0.24% of the portfolio, ranked #43.

Kelman-Lazarov Inc first reported a position in SPMD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.05M in Q3 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Kelman-Lazarov Inc held 28,125 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.67M as of Q1 2026.
Kelman-Lazarov Inc sold 1,251 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $76.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.24% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #43 holding.
Kelman-Lazarov Inc 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.
Kelman-Lazarov Inc's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.05M in Q3 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 Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.