Lido Advisors
SPMD icon

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

Lido 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 		$15.1M Buy
255,766
+16,104
+7% +$980K 0.05% 246
2025
Q4 		$13.9M Buy
239,662
+5,186
+2% +$298K 0.04% 270
2025
Q3 		$13.4M Buy
234,476
+230,648
+6,025% +$13M 0.04% 261
2025
Q2 		$208K Sell
3,828
-418
-10% -$21.5K ﹤0.01% 1506
2025
Q1 		$217K Buy
+4,246
New +$231K ﹤0.01% 1350

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

Lido Advisors's SPMD Position: Q1 2026 in Review

Lido Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.7% in Q1 2026, buying an estimated $980K and bringing the position to 255,766 shares worth $15.1M. The position accounts for 0.05% of the portfolio, ranked #246.

Lido Advisors first reported a position in SPMD in Q1 2025 and has held it in 5 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Lido Advisors held 255,766 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $15.1M as of Q1 2026.
  • Lido Advisors bought 16,104 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $980K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Lido Advisors's portfolio in Q1 2026, its #246 holding.
  • Lido Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 5 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 Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.