Magnolia Private Wealth’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Magnolia Private Wealth’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	$222K	Hold	3,742	–	–	0.15%	122
2025 Q4	$217K	Hold	3,742	–	–	0.15%	115
2025 Q3	$214K	Sell	3,742 -154	-4%	-$8.68K	0.16%	104
2025 Q2	$212K	Sell	3,896 -4,300	-52%	-$221K	0.16%	100
2025 Q1	$419K	Hold	8,196	–	–	0.35%	61
2024 Q4	$448K	Buy	+8,196	New	+$461K	0.39%	61

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 $6.98B AUM 18.78% 1-Year Est. Return

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

Magnolia Private Wealth's SPMD Position: Q1 2026 in Review

Magnolia Private Wealth held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 3,742 shares worth $222K. The position accounts for 0.15% of the portfolio, ranked #122.

Magnolia Private Wealth first reported a position in SPMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $448K in Q4 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Magnolia Private Wealth held 3,742 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $222K as of Q1 2026.
Magnolia Private Wealth 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 0.15% of Magnolia Private Wealth's portfolio in Q1 2026, its #122 holding.
Magnolia Private Wealth 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.
Magnolia Private Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $448K 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 Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.