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

Ken Fisher’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	-5,103	Closed	-$296K	–	1109
2025 Q4	$296K	Buy	+5,103	New	+$293K	﹤0.01%	896
2025 Q1	–	Sell	-5,849	Closed	-$320K	–	1065
2024 Q4	$320K	Buy	+5,849	New	+$329K	﹤0.01%	862
2023 Q4	–	Sell	-5,650	Closed	-$247K	–	1109
2023 Q3	$247K	Buy	+5,650	New	+$260K	﹤0.01%	975

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 $374B AUM 17.66% 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

Ken Fisher's SPMD Position: Q1 2026 in Review

Ken Fisher sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 5,103 shares — an estimated $296K sold.

Ken Fisher first reported a position in SPMD in Q3 2023 and held it in 3 quarters. The position peaked at $320K in Q4 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Ken Fisher reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
Ken Fisher sold 5,103 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $296K.
Ken Fisher first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and held it in 3 quarters.
Ken Fisher's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $320K in Q4 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 Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.