Mach-1 Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Mach-1 Financial Group’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
2025 Q4	–	Sell	-406,116	Closed	-$23.2M	–	432
2025 Q3	$23.2M	Buy	+406,116	New	+$22.9M	3.71%	5
2021 Q1	–	Sell	-260	Closed	-$10K	–	219
2020 Q4	$10K	Buy	+260	New	+$9.64K	0.01%	109

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Mach-1 Financial Group's SPMD Position: Q4 2025 in Review

Mach-1 Financial Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2025, closing a stake of 406,116 shares — an estimated $23.2M sold.

Mach-1 Financial Group first reported a position in SPMD in Q4 2020 and held it in 2 quarters. The position peaked at $23.2M in Q3 2025. 795 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

Mach-1 Financial Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 406,116 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $23.2M.
Mach-1 Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 2 quarters.
Mach-1 Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $23.2M in Q3 2025.
795 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.