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

Larson Financial Group’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 		$2.2M Buy
37,084
+3,143
+9% +$191K 0.07% 221
2025
Q4 		$1.97M Buy
33,941
+1,531
+5% +$87.9K 0.07% 236
2025
Q3 		$1.85M Sell
32,410
-6,765
-17% -$381K 0.06% 234
2025
Q2 		$2.13M Buy
39,175
+3,281
+9% +$169K 0.09% 205
2025
Q1 		$1.84M Sell
35,894
-368
-1% -$20.1K 0.09% 197
2024
Q4 		$1.98M Sell
36,262
-5,006
-12% -$282K 0.1% 173
2024
Q3 		$2.26M Buy
41,268
+2,795
+7% +$148K 0.13% 145
2024
Q2 		$1.97M Sell
38,473
-1,137
-3% -$58.7K 0.13% 130
2024
Q1 		$2.11M Sell
39,610
-1,250
-3% -$62.2K 0.16% 114
2023
Q4 		$1.99M Sell
40,860
-1,212
-3% -$54K 0.17% 103
2023
Q3 		$1.84M Sell
42,072
-229
-0.5% -$10.5K 0.18% 105
2023
Q2 		$1.94M Sell
42,301
-306
-0.7% -$13.4K 0.19% 95
2023
Q1 		$1.87M Sell
42,607
-1,446
-3% -$64.7K 0.2% 94
2022
Q4 		$1.87M Sell
44,053
-1,907
-4% -$81K 0.22% 91
2022
Q3 		$1.77M Buy
45,960
+4,418
+11% +$187K 0.25% 65
2022
Q2 		$1.65M Sell
41,542
-14,540
-26% -$631K 0.29% 49
2022
Q1 		$2.65M Buy
56,082
+27,598
+97% +$1.29M 0.42% 44
2021
Q4 		$1.42M Buy
28,484
+2,247
+9% +$110K 0.22% 58
2021
Q3 		$1.21M Buy
26,237
+2,674
+11% +$126K 0.24% 52
2021
Q2 		$1.11M Buy
23,563
+1,072
+5% +$50.9K 0.26% 46
2021
Q1 		$1.03M Buy
22,491
+3,751
+20% +$165K 0.3% 40
2020
Q4 		$757K Buy
18,740
+1,272
+7% +$47.2K 0.26% 45
2020
Q3 		$570K Buy
17,468
+17,448
+87,240% +$573K 0.23% 48
2020
Q2 		$1K Buy
20
+2
+11% +$58 ﹤0.01% 649
2020
Q1 		$0 Sell
18
-7
-28% -$229 ﹤0.01% 649
2019
Q4 		$1K Buy
25
+12
+92% +$418 ﹤0.01% 543
2019
Q3 		$0 Buy
13
+5
+63% +$169 ﹤0.01% 619
2019
Q2 		$0 Buy
+8
New +$269 ﹤0.01% 567

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

Larson Financial Group's SPMD Position: Q1 2026 in Review

Larson Financial Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 9.3% in Q1 2026, buying an estimated $191K and bringing the position to 37,084 shares worth $2.2M. The position accounts for 0.07% of the portfolio, ranked #221.

Larson Financial Group first reported a position in SPMD in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.65M in Q1 2022. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Larson Financial Group held 37,084 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.2M as of Q1 2026.
  • Larson Financial Group bought 3,143 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $191K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Larson Financial Group's portfolio in Q1 2026, its #221 holding.
  • Larson Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • Larson Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.65M in Q1 2022.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.