Level Four Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Level Four Advisory Services’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	$665K	Buy	11,226 +1,389	+14%	+$84.6K	0.02%	515
2025 Q4	$570K	Buy	9,837 +2,695	+38%	+$155K	0.02%	538
2025 Q3	$408K	Buy	7,142 +9	+0.1%	+$507	0.01%	608
2025 Q2	$388K	Sell	7,133 -269	-4%	-$13.9K	0.01%	583
2025 Q1	$379K	Sell	7,402 -574	-7%	-$31.3K	0.02%	561
2024 Q4	$436K	Buy	7,976 +300	+4%	+$16.9K	0.02%	527
2024 Q3	$417K	Hold	7,676	–	–	0.02%	554
2024 Q2	$394K	Hold	7,676	–	–	0.02%	540
2024 Q1	$374K	Hold	7,676	–	–	0.02%	548
2023 Q4	$374K	Hold	7,676	–	–	0.02%	545
2023 Q3	$336K	Sell	7,676 -14	-0.2%	-$644	0.02%	549
2023 Q2	$353K	Sell	7,690 -95	-1%	-$4.15K	0.02%	578
2023 Q1	$342K	Buy	7,785 +14	+0.2%	+$627	0.02%	554
2022 Q4	$330K	Sell	7,771 -150	-2%	-$6.37K	0.02%	499
2022 Q3	$305K	Sell	7,921 -179	-2%	-$7.59K	0.03%	430
2022 Q2	$321K	Sell	8,100 -2,165	-21%	-$93.9K	0.03%	440
2022 Q1	$484K	Sell	10,265 -5,009	-33%	-$234K	0.04%	404
2021 Q4	$760K	Sell	15,274 -146	-0.9%	-$7.13K	0.06%	305
2021 Q3	$712K	Buy	15,420 +878	+6%	+$41.5K	0.07%	234
2021 Q2	$687K	Sell	14,542 -225	-2%	-$10.7K	0.05%	331
2021 Q1	$676K	Sell	14,767 -246	-2%	-$10.8K	0.05%	323
2020 Q4	$607K	Buy	15,013 +1,381	+10%	+$51.2K	0.05%	334
2020 Q3	$445K	Sell	13,632 -318	-2%	-$10.4K	0.03%	367
2020 Q2	$435K	Buy	+13,950	New	+$408K	0.03%	386

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 $374B AUM 17.66% 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 $5.77B AUM 14.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Level Four Advisory Services's SPMD Position: Q1 2026 in Review

Level Four Advisory Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 14% in Q1 2026, buying an estimated $84.6K and bringing the position to 11,226 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #515.

Level Four Advisory Services first reported a position in SPMD in Q2 2020 and has held it in 24 quarters since. The position peaked at $760K in Q4 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Level Four Advisory Services held 11,226 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $665K as of Q1 2026.
Level Four Advisory Services bought 1,389 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $84.6K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #515 holding.
Level Four Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 24 quarters since.
Level Four Advisory Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $760K in Q4 2021.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.