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

MAI Capital 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 		$379K Buy
6,392
+963
+18% +$58.6K ﹤0.01% 1146
2025
Q4 		$314K Buy
5,429
+136
+3% +$7.81K ﹤0.01% 1132
2025
Q3 		$303K Sell
5,293
-3,087
-37% -$174K ﹤0.01% 1101
2025
Q2 		$456K Buy
8,380
+125
+2% +$6.44K ﹤0.01% 883
2025
Q1 		$422K Sell
8,255
-507
-6% -$27.6K ﹤0.01% 874
2024
Q4 		$479K Buy
8,762
+1,423
+19% +$80.1K ﹤0.01% 859
2024
Q3 		$401K Sell
7,339
-917
-11% -$48.5K ﹤0.01% 794
2024
Q2 		$424K Sell
8,256
-358
-4% -$18.5K ﹤0.01% 867
2024
Q1 		$459K Buy
8,614
+231
+3% +$11.5K ﹤0.01% 831
2023
Q4 		$408K Buy
8,383
+2,371
+39% +$106K 0.01% 767
2023
Q3 		$263K Hold
6,012
– – ﹤0.01% 867
2023
Q2 		$276K Buy
+6,012
New +$263K ﹤0.01% 846

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MAI Capital Management's SPMD Position: Q1 2026 in Review

MAI Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 18% in Q1 2026, buying an estimated $58.6K and bringing the position to 6,392 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

MAI Capital Management first reported a position in SPMD in Q2 2023 and has held it in 12 quarters since. The position peaked at $479K in Q4 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • MAI Capital Management held 6,392 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $379K as of Q1 2026.
  • MAI Capital Management bought 963 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $58.6K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1146 holding.
  • MAI Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • MAI Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $479K 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 MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.