Madison Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Madison Asset Management’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	$3.04M	Hold	51,395	–	–	0.04%	208
2025 Q4	$2.98M	Sell	51,395 -1,657	-3%	-$95.2K	0.03%	209
2025 Q3	$3.03M	Buy	53,052 +4,528	+9%	+$255K	0.03%	203
2025 Q2	$2.64M	Hold	48,524	–	–	0.03%	213
2025 Q1	$2.48M	Buy	48,524 +302	+0.6%	+$16.5K	0.03%	213
2024 Q4	$2.64M	Buy	+48,222	New	+$2.71M	0.03%	220

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

Madison Asset Management's SPMD Position: Q1 2026 in Review

Madison Asset Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 51,395 shares worth $3.04M. The position accounts for 0.04% of the portfolio, ranked #208.

Madison Asset Management first reported a position in SPMD in Q4 2024 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Madison Asset Management held 51,395 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.04M as of Q1 2026.
Madison Asset Management 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 Madison Asset Management's portfolio in Q1 2026, its #208 holding.
Madison Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 6 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 Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.