KAS
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Kestra Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Kestra Advisory Services’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 		$2.88M Buy
48,644
+14,210
+41% +$865K 0.01% 1088
2025
Q4 		$1.99M Buy
34,434
+189
+0.6% +$10.9K 0.01% 1205
2025
Q3 		$1.96M Buy
34,245
+14,301
+72% +$806K 0.01% 1161
2025
Q2 		$1.08M Sell
19,944
-1,599
-7% -$82.4K 0.01% 1423
2025
Q1 		$1.1M Buy
21,543
+2,691
+14% +$147K 0.01% 1342
2024
Q4 		$1.03M Buy
18,852
+1,287
+7% +$72.4K 0.01% 1403
2024
Q3 		$960K Buy
17,565
+1,839
+12% +$97.2K 0.01% 1347
2024
Q2 		$807K Sell
15,726
-985
-6% -$50.8K ﹤0.01% 1460
2024
Q1 		$891K Sell
16,711
-1,050
-6% -$52.2K 0.01% 1309
2023
Q4 		$865K Buy
17,761
+9,364
+112% +$417K 0.01% 1205
2023
Q3 		$368K Buy
8,397
+2,477
+42% +$114K ﹤0.01% 1542
2023
Q2 		$272K Sell
5,920
-416
-7% -$18.2K ﹤0.01% 1691
2023
Q1 		$278K Sell
6,336
-392
-6% -$17.5K ﹤0.01% 1613
2022
Q4 		$286K Sell
6,728
-272
-4% -$11.5K ﹤0.01% 1779
2022
Q3 		$270K Sell
7,000
-983
-12% -$41.7K ﹤0.01% 1661
2022
Q2 		$317K Sell
7,983
-22,452
-74% -$974K ﹤0.01% 1585
2022
Q1 		$1.44M Sell
30,435
-34,255
-53% -$1.6M 0.01% 802
2021
Q4 		$3.22M Buy
64,690
+52,756
+442% +$2.58M 0.03% 522
2021
Q3 		$551K Sell
11,934
-33,702
-74% -$1.59M 0.01% 1334
2021
Q2 		$2.15M Sell
45,636
-13,618
-23% -$646K 0.02% 621
2021
Q1 		$2.71M Buy
59,254
+43,301
+271% +$1.9M 0.03% 503
2020
Q4 		$643K Buy
15,953
+15,853
+15,853% +$588K 0.01% 1074
2020
Q3 		$227K Buy
+100
New +$3.29K ﹤0.01% 1233

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 $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kestra Advisory Services's SPMD Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 41% in Q1 2026, buying an estimated $865K and bringing the position to 48,644 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #1088.

Kestra Advisory Services first reported a position in SPMD in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.22M in Q4 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Kestra Advisory Services held 48,644 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.88M as of Q1 2026.
  • Kestra Advisory Services bought 14,210 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $865K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1088 holding.
  • Kestra Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.22M in Q4 2021.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.