Landmark Wealth Management (New York)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Landmark Wealth Management (New York)’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	$467K	Buy	7,889 +260	+3%	+$15.8K	0.13%	114
2025 Q4	$442K	Sell	7,629 -368	-5%	-$21.1K	0.17%	65
2025 Q3	$457K	Buy	7,997 +486	+6%	+$27.4K	0.18%	63
2025 Q2	$408K	Buy	7,511 +778	+12%	+$40.1K	0.17%	64
2025 Q1	$345K	Buy	6,733 +1,762	+35%	+$96K	0.15%	60
2024 Q4	$272K	Sell	4,971 -173	-3%	-$9.74K	0.12%	67
2024 Q3	$281K	Sell	5,144 -385	-7%	-$20.4K	0.12%	68
2024 Q2	$284K	Sell	5,529 -49	-0.9%	-$2.53K	0.22%	42
2024 Q1	$298K	Sell	5,578 -219	-4%	-$10.9K	0.14%	63
2023 Q4	$282K	Sell	5,797 -31	-0.5%	-$1.38K	0.14%	64
2023 Q3	$255K	Sell	5,828 -109	-2%	-$5.01K	0.14%	65
2023 Q2	$272K	Hold	5,937	–	–	0.24%	36
2023 Q1	$261K	Sell	5,937 -49	-0.8%	-$2.19K	0.15%	67
2022 Q4	$254K	Sell	5,986 -140	-2%	-$5.94K	0.18%	60
2022 Q3	$236K	Sell	6,126 -834	-12%	-$35.4K	0.18%	56
2022 Q2	$276K	Sell	6,960 -5,698	-45%	-$247K	0.35%	31
2022 Q1	$304K	Buy	+12,658	New	+$592K	0.16%	62

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

Landmark Wealth Management (New York)'s SPMD Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.4% in Q1 2026, buying an estimated $15.8K and bringing the position to 7,889 shares worth $467K. The position accounts for 0.13% of the portfolio, ranked #114.

Landmark Wealth Management (New York) first reported a position in SPMD in Q1 2022 and has held it in 17 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Landmark Wealth Management (New York) held 7,889 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $467K as of Q1 2026.
Landmark Wealth Management (New York) bought 260 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $15.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.13% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #114 holding.
Landmark Wealth Management (New York) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 17 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 Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.