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

Lutz Financial 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	$549K	Hold	9,264	–	–	0.04%	74
2025 Q4	$536K	Hold	9,264	–	–	0.04%	76
2025 Q3	$530K	Hold	9,264	–	–	0.04%	73
2025 Q2	$504K	Sell	9,264 -1,073	-10%	-$55.3K	0.04%	71
2025 Q1	$529K	Sell	10,337 -6,432	-38%	-$351K	0.04%	70
2024 Q4	$917K	Buy	16,769 +7,196	+75%	+$405K	0.07%	62
2024 Q3	$523K	Hold	9,573	–	–	0.04%	69
2024 Q2	$491K	Hold	9,573	–	–	0.04%	70
2024 Q1	$511K	Hold	9,573	–	–	0.04%	69
2023 Q4	$466K	Buy	+9,573	New	+$426K	0.04%	68
2020 Q1	–	Sell	-11,795	Closed	-$427K	–	67
2019 Q4	$427K	Buy	11,795 +57	+0.5%	+$1.99K	0.08%	57
2019 Q3	$398K	Sell	11,738 -1,227	-9%	-$41.4K	0.08%	57
2019 Q2	$442K	Buy	12,965 +50	+0.4%	+$1.68K	0.09%	55
2019 Q1	$430K	Buy	12,915 +38	+0.3%	+$1.24K	0.09%	50
2018 Q4	$379K	Buy	+12,877	New	+$419K	0.08%	57

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

Lutz Financial Services's SPMD Position: Q1 2026 in Review

Lutz Financial Services held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 9,264 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #74.

Lutz Financial Services first reported a position in SPMD in Q4 2018 and has held it in 15 quarters since. The position peaked at $917K in Q4 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Lutz Financial Services held 9,264 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $549K as of Q1 2026.
Lutz Financial Services left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Lutz Financial Services's portfolio in Q1 2026, its #74 holding.
Lutz Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 15 quarters since.
Lutz Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $917K in Q4 2024.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.