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

Legacy Wealth Management (Idaho)’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 		– Sell
-16
Closed -$927 – 1059
2025
Q4 		$927 Sell
16
-959
-98% -$55.1K ﹤0.01% 759
2025
Q3 		$55.7K Sell
975
-42
-4% -$2.37K 0.03% 162
2025
Q2 		$55.3K Buy
1,017
+985
+3,078% +$50.7K 0.03% 149
2025
Q1 		$1.64K Sell
32
-119
-79% -$6.49K ﹤0.01% 576
2024
Q4 		$8.49K Hold
151
– – 0.01% 314
2024
Q3 		$8.67K Buy
+151
New +$7.99K 0.01% 332

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SPMD Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 16 shares — an estimated $927 sold.

Legacy Wealth Management (Idaho) first reported a position in SPMD in Q3 2024 and held it in 6 quarters. The position peaked at $55.7K in Q3 2025. 811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 16 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $927.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $55.7K in Q3 2025.
  • 811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.