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

Kestra Private Wealth 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 		$4.25M Buy
71,844
+4,598
+7% +$280K 0.05% 361
2025
Q4 		$3.89M Buy
67,246
+5,409
+9% +$311K 0.05% 363
2025
Q3 		$3.54M Buy
61,837
+4,407
+8% +$248K 0.05% 377
2025
Q2 		$3.12M Buy
57,430
+12,700
+28% +$654K 0.04% 388
2025
Q1 		$2.29M Buy
44,730
+1,633
+4% +$89K 0.04% 429
2024
Q4 		$2.36M Buy
43,097
+2,631
+7% +$148K 0.04% 391
2024
Q3 		$2.21M Buy
40,466
+6,936
+21% +$367K 0.04% 399
2024
Q2 		$1.72M Buy
33,530
+13,935
+71% +$719K 0.03% 427
2024
Q1 		$1.05M Buy
19,595
+8,968
+84% +$446K 0.02% 546
2023
Q4 		$518K Buy
10,627
+4,425
+71% +$197K 0.01% 716
2023
Q3 		$272K Buy
6,202
+368
+6% +$16.9K 0.01% 907
2023
Q2 		$268K Buy
+5,834
New +$255K 0.01% 857
2022
Q3 		– Sell
-5,130
Closed -$204K – 960
2022
Q2 		$204K Sell
5,130
-3,377
-40% -$146K 0.01% 797
2022
Q1 		$401K Sell
8,507
-549
-6% -$25.7K 0.02% 648
2021
Q4 		$450K Buy
9,056
+383
+4% +$18.7K 0.02% 627
2021
Q3 		$400K Sell
8,673
-1,084
-11% -$51.2K 0.02% 603
2021
Q2 		$461K Buy
9,757
+2,565
+36% +$122K 0.03% 530
2021
Q1 		$329K Buy
7,192
+1,869
+35% +$82K 0.02% 579
2020
Q4 		$215K Sell
5,323
-1,117
-17% -$41.4K 0.02% 647
2020
Q3 		$210K Buy
+6,440
New +$212K 0.02% 589

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 Private Wealth Services's SPMD Position: Q1 2026 in Review

Kestra Private Wealth Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.8% in Q1 2026, buying an estimated $280K and bringing the position to 71,844 shares worth $4.25M. The position accounts for 0.05% of the portfolio, ranked #361.

Kestra Private Wealth Services first reported a position in SPMD in Q3 2020 and has held it in 20 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Kestra Private Wealth Services held 71,844 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.25M as of Q1 2026.
  • Kestra Private Wealth Services bought 4,598 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $280K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q1 2026, its #361 holding.
  • Kestra Private Wealth Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and has held it in 20 quarters since.
  • 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 Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.