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Laraway Financial Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Laraway Financial Advisors’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 		$562K Buy
9,490
+302
+3% +$18.4K 0.4% 66
2025
Q4 		$532K Buy
9,188
+1,354
+17% +$77.8K 0.35% 68
2025
Q3 		$448K Buy
7,834
+1,103
+16% +$62.1K 0.31% 71
2025
Q2 		$366K Buy
6,731
+3
+0% +$155 0.28% 82
2025
Q1 		$344K Sell
6,728
-38
-0.6% -$2.07K 0.27% 86
2024
Q4 		$370K Sell
6,766
-27
-0.4% -$1.52K 0.29% 77
2024
Q3 		$371K Buy
6,793
+53
+0.8% +$2.8K 0.3% 77
2024
Q2 		$346K Buy
6,740
+84
+1% +$4.33K 0.3% 78
2024
Q1 		$355K Buy
6,656
+778
+13% +$38.7K 0.31% 78
2023
Q4 		$286K Buy
5,878
+61
+1% +$2.72K 0.27% 86
2023
Q3 		$255K Buy
5,817
+217
+4% +$9.98K 0.27% 90
2023
Q2 		$257K Buy
5,600
+97
+2% +$4.24K 0.25% 89
2023
Q1 		$242K Buy
5,503
+52
+1% +$2.33K 0.25% 95
2022
Q4 		$232K Buy
5,451
+21
+0.4% +$892 0.24% 101
2022
Q3 		$210K Buy
5,430
+1,220
+29% +$51.7K 0.23% 101
2022
Q2 		$167K Sell
4,210
-1,350
-24% -$58.6K 0.18% 104
2022
Q1 		$262K Sell
5,560
-180
-3% -$8.42K 0.24% 97
2021
Q4 		$285K Buy
+5,740
New +$280K 0.25% 92

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

Laraway Financial Advisors's SPMD Position: Q1 2026 in Review

Laraway Financial Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.3% in Q1 2026, buying an estimated $18.4K and bringing the position to 9,490 shares worth $562K. The position accounts for 0.4% of the portfolio, ranked #66.

Laraway Financial Advisors first reported a position in SPMD in Q4 2021 and has held it in 18 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Laraway Financial Advisors held 9,490 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $562K as of Q1 2026.
  • Laraway Financial Advisors bought 302 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $18.4K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.4% of Laraway Financial Advisors's portfolio in Q1 2026, its #66 holding.
  • Laraway Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 18 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 Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.