KWM
SPMD icon

Kingsview Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Kingsview Wealth Management’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 		$1.68M Buy
28,324
+548
+2% +$33.4K 0.02% 547
2025
Q4 		$1.61M Sell
27,776
-29
-0.1% -$1.67K 0.02% 523
2025
Q3 		$1.59M Sell
27,805
-733
-3% -$41.3K 0.02% 503
2025
Q2 		$1.55M Buy
28,538
+835
+3% +$43K 0.03% 474
2025
Q1 		$1.42M Sell
27,703
-2,956
-10% -$161K 0.03% 458
2024
Q4 		$1.68M Buy
30,659
+564
+2% +$31.7K 0.03% 426
2024
Q3 		$1.65M Buy
30,095
+8,987
+43% +$475K 0.03% 419
2024
Q2 		$1.08M Buy
21,108
+334
+2% +$17.2K 0.03% 492
2024
Q1 		$1.11M Buy
20,774
+3,681
+22% +$183K 0.03% 473
2023
Q4 		$833K Buy
17,093
+1,189
+7% +$53K 0.02% 518
2023
Q3 		$696K Sell
15,904
-12,249
-44% -$563K 0.03% 533
2023
Q2 		$1.29M Buy
28,153
+1,646
+6% +$71.9K 0.05% 335
2023
Q1 		$1.16M Buy
26,507
+1,209
+5% +$54.1K 0.05% 354
2022
Q4 		$1.08M Buy
25,298
+825
+3% +$35K 0.05% 330
2022
Q3 		$944K Sell
24,473
-581
-2% -$24.6K 0.04% 342
2022
Q2 		$994K Buy
25,054
+2,388
+11% +$104K 0.05% 367
2022
Q1 		$1.07M Buy
22,666
+866
+4% +$40.5K 0.05% 370
2021
Q4 		$1.08M Buy
21,800
+92
+0.4% +$4.49K 0.05% 373
2021
Q3 		$1M Buy
21,708
+19
+0.1% +$897 0.05% 381
2021
Q2 		$1.03M Buy
21,689
+1,122
+5% +$53.2K 0.05% 373
2021
Q1 		$954K Buy
20,567
+7
+0% +$307 0.05% 341
2020
Q4 		$831K Buy
20,560
+1,093
+6% +$40.5K 0.06% 317
2020
Q3 		$635K Buy
19,467
+1,912
+11% +$62.8K 0.06% 314
2020
Q2 		$549K Buy
17,555
+1,042
+6% +$30.4K 0.05% 310
2020
Q1 		$418K Buy
16,513
+2,919
+21% +$95.5K 0.06% 294
2019
Q4 		$493K Sell
13,594
-133
-1% -$4.63K 0.06% 286
2019
Q3 		$465K Sell
13,727
-1,131
-8% -$38.1K 0.07% 265
2019
Q2 		$506K Buy
14,858
+2,654
+22% +$89.4K 0.08% 245
2019
Q1 		$407K Buy
12,204
+662
+6% +$21.6K 0.06% 298
2018
Q4 		$340K Buy
11,542
+4,513
+64% +$147K 0.07% 267
2018
Q3 		$254K Buy
+7,029
New +$254K 0.05% 310

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

Kingsview Wealth Management's SPMD Position: Q1 2026 in Review

Kingsview Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2% in Q1 2026, buying an estimated $33.4K and bringing the position to 28,324 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #547.

Kingsview Wealth Management first reported a position in SPMD in Q3 2018 and has held it in 31 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Kingsview Wealth Management held 28,324 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.68M as of Q1 2026.
  • Kingsview Wealth Management bought 548 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $33.4K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #547 holding.
  • Kingsview Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 31 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 Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.