LPL Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $761M | Buy |
12,852,544
+8,072
| +0.1% | +$491K | 0.2% | 106 |
|
|
2025
Q4 | $744M | Buy |
12,844,472
+173,911
| +1% | +$9.99M | 0.2% | 103 |
|
|
2025
Q3 | $725M | Buy |
12,670,561
+3,184
| +0% | +$179K | 0.21% | 101 |
|
|
2025
Q2 | $689M | Sell |
12,667,377
-429,729
| -3% | -$22.1M | 0.23% | 95 |
|
|
2025
Q1 | $670M | Buy |
13,097,106
+216,594
| +2% | +$11.8M | 0.26% | 82 |
|
|
2024
Q4 | $704M | Buy |
12,880,512
+678,876
| +6% | +$38.2M | 0.29% | 74 |
|
|
2024
Q3 | $667M | Sell |
12,201,636
-160,560
| -1% | -$8.49M | 0.3% | 72 |
|
|
2024
Q2 | $634M | Buy |
12,362,196
+1,076,113
| +10% | +$55.5M | 0.32% | 68 |
|
|
2024
Q1 | $602M | Buy |
11,286,083
+124,311
| +1% | +$6.18M | 0.32% | 64 |
|
|
2023
Q4 | $544M | Buy |
11,161,772
+734,157
| +7% | +$32.7M | 0.33% | 62 |
|
|
2023
Q3 | $457M | Buy |
10,427,615
+142,595
| +1% | +$6.56M | 0.32% | 66 |
|
|
2023
Q2 | $472M | Buy |
10,285,020
+998,404
| +11% | +$43.6M | 0.34% | 61 |
|
|
2023
Q1 | $408M | Buy |
9,286,616
+133,962
| +1% | +$6M | 0.32% | 66 |
|
|
2022
Q4 | $389M | Buy |
9,152,654
+450,565
| +5% | +$19.1M | 0.33% | 65 |
|
|
2022
Q3 | $336M | Buy |
8,702,089
+930,812
| +12% | +$39.5M | 0.32% | 63 |
|
|
2022
Q2 | $308M | Buy |
7,771,277
+1,016,181
| +15% | +$44.1M | 0.29% | 72 |
|
|
2022
Q1 | $319M | Buy |
6,755,096
+514,463
| +8% | +$24.1M | 0.27% | 70 |
|
|
2021
Q4 | $310M | Buy |
6,240,633
+46,111
| +0.7% | +$2.25M | 0.26% | 78 |
|
|
2021
Q3 | $286M | Sell |
6,194,522
-981,891
| -14% | -$46.4M | 0.27% | 77 |
|
|
2021
Q2 | $339M | Buy |
7,176,413
+1,263,869
| +21% | +$60M | 0.34% | 55 |
|
|
2021
Q1 | $271M | Buy |
5,912,544
+1,750,760
| +42% | +$76.8M | 0.31% | 64 |
|
|
2020
Q4 | $168M | Buy |
4,161,784
+1,301,630
| +46% | +$48.3M | 0.22% | 93 |
|
|
2020
Q3 | $93.3M | Buy |
2,860,154
+697,623
| +32% | +$22.9M | 0.15% | 138 |
|
|
2020
Q2 | $67.6M | Buy |
2,162,531
+1,353,301
| +167% | +$39.5M | 0.12% | 163 |
|
|
2020
Q1 | $20.5M | Buy |
809,230
+648,025
| +402% | +$21.2M | 0.04% | 310 |
|
|
2019
Q4 | $5.84M | Buy |
161,205
+50,230
| +45% | +$1.75M | 0.01% | 781 |
|
|
2019
Q3 | $3.76M | Buy |
110,975
+36,760
| +50% | +$1.24M | 0.01% | 919 |
|
|
2019
Q2 | $2.53M | Buy |
74,215
+9,974
| +16% | +$336K | 0.01% | 1116 |
|
|
2019
Q1 | $2.14M | Buy |
64,241
+10,996
| +21% | +$359K | ﹤0.01% | 1164 |
|
|
2018
Q4 | $1.57M | Buy |
53,245
+15,116
| +40% | +$492K | ﹤0.01% | 1216 |
|
|
2018
Q3 | $1.38M | Buy |
38,129
+3,606
| +10% | +$130K | ﹤0.01% | 1434 |
|
|
2018
Q2 | $1.2M | Buy |
34,523
+2,093
| +6% | +$72K | ﹤0.01% | 1501 |
|
|
2018
Q1 | $1.07M | Buy |
32,430
+1,179
| +4% | +$39.7K | ﹤0.01% | 1547 |
|
|
2017
Q4 | $1.04M | Buy |
31,251
+10,776
| +53% | +$353K | ﹤0.01% | 1501 |
|
|
2017
Q3 | $653K | Sell |
20,475
-3,789
| -16% | -$117K | ﹤0.01% | 1740 |
|
|
2017
Q2 | $752K | Buy |
24,264
+306
| +1% | +$9.33K | ﹤0.01% | 1578 |
|
|
2017
Q1 | $721K | Buy |
23,958
+3,576
| +18% | +$108K | ﹤0.01% | 1499 |
|
|
2016
Q4 | $604K | Buy |
20,382
+159
| +0.8% | +$4.49K | ﹤0.01% | 1573 |
|
|
2016
Q3 | $549K | Buy |
20,223
+30
| +0.1% | +$818 | 0.01% | 1629 |
|
|
2016
Q2 | $524K | Sell |
20,193
-19,572
| -49% | -$503K | ﹤0.01% | 1628 |
|
|
2016
Q1 | $992K | Sell |
39,765
-1,851
| -4% | -$43.6K | ﹤0.01% | 1684 |
|
|
2015
Q4 | $1.04M | Buy |
41,616
+16,386
| +65% | +$440K | ﹤0.01% | 1647 |
|
|
2015
Q3 | $671K | Buy |
25,230
+2,193
| +10% | +$61.3K | ﹤0.01% | 1548 |
|
|
2015
Q2 | $668K | Buy |
23,037
+498
| +2% | +$14.6K | ﹤0.01% | 1666 |
|
|
2015
Q1 | $654K | Sell |
22,539
-1,383
| -6% | -$39.2K | ﹤0.01% | 1663 |
|
|
2014
Q4 | $673K | Sell |
23,922
-513
| -2% | -$14.4K | ﹤0.01% | 1573 |
|
|
2014
Q3 | $660K | Sell |
24,435
-8,721
| -26% | -$247K | ﹤0.01% | 1574 |
|
|
2014
Q2 | $959K | Sell |
33,156
-18,258
| -36% | -$507K | 0.01% | 1355 |
|
|
2014
Q1 | $1.44M | Buy |
51,414
+408
| +0.8% | +$11.3K | 0.01% | 1031 |
|
|
2013
Q4 | $1.4M | Sell |
51,006
-54,267
| -52% | -$1.55M | 0.01% | 1030 |
|
|
2013
Q3 | $2.97M | Buy |
105,273
+3,105
| +3% | +$83.8K | 0.02% | 606 |
|
|
2013
Q2 | $2.59M | Buy |
+102,168
| New | +$2.59M | 0.02% | 604 |
|
Other funds holding SPMD
VA
AG
FWI
LPL Financial's SPMD Position: Q1 2026 in Review
LPL Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.06% in Q1 2026, buying an estimated $491K and bringing the position to 12,852,544 shares worth $761M. The position accounts for 0.2% of the portfolio, ranked #106.
LPL Financial first reported a position in SPMD in Q2 2013 and has held it in 52 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.
- LPL Financial held 12,852,544 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $761M as of Q1 2026.
- LPL Financial bought 8,072 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $491K.
- State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.2% of LPL Financial's portfolio in Q1 2026, its #106 holding.
- LPL Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2013 and has held it in 52 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.