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McKinley Carter Wealth Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

McKinley Carter Wealth 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 		$556K Sell
9,390
-6,327
-40% -$385K 0.03% 210
2025
Q4 		$910K Sell
15,717
-4,348
-22% -$250K 0.05% 181
2025
Q3 		$1.15M Sell
20,065
-27
-0.1% -$1.52K 0.06% 164
2025
Q2 		$1.09M Sell
20,092
-26
-0.1% -$1.34K 0.06% 162
2025
Q1 		$1.03M Sell
20,118
-834
-4% -$45.5K 0.06% 158
2024
Q4 		$1.15M Sell
20,952
-2,888
-12% -$163K 0.07% 145
2024
Q3 		$1.3M Buy
23,840
+97
+0.4% +$5.13K 0.08% 148
2024
Q2 		$1.22M Sell
23,743
-2,256
-9% -$116K 0.08% 150
2024
Q1 		$1.39M Sell
25,999
-397
-2% -$19.7K 0.09% 142
2023
Q4 		$1.29M Sell
26,396
-209
-0.8% -$9.31K 0.09% 133
2023
Q3 		$1.17M Buy
26,605
+49
+0.2% +$2.25K 0.09% 135
2023
Q2 		$1.22M Buy
26,556
+1,373
+5% +$60K 0.09% 139
2023
Q1 		$1.11M Sell
25,183
-509
-2% -$22.8K 0.09% 138
2022
Q4 		$1.09M Sell
25,692
-1,275
-5% -$54.1K 0.09% 136
2022
Q3 		$1.04M Sell
26,967
-1,683
-6% -$71.4K 0.1% 130
2022
Q2 		$1.14M Sell
28,650
-62
-0.2% -$2.69K 0.1% 128
2022
Q1 		$1.35M Sell
28,712
-319
-1% -$14.9K 0.11% 124
2021
Q4 		$1.44M Sell
29,031
-332
-1% -$16.2K 0.11% 126
2021
Q3 		$1.35M Sell
29,363
-73
-0.2% -$3.45K 0.11% 126
2021
Q2 		$1.39M Sell
29,436
-883
-3% -$41.9K 0.11% 125
2021
Q1 		$1.39M Sell
30,319
-3,550
-10% -$156K 0.12% 130
2020
Q4 		$1.37M Buy
33,869
+9,799
+41% +$363K 0.18% 111
2020
Q3 		$785K Sell
24,070
-3,496
-13% -$115K 0.18% 84
2020
Q2 		$861K Sell
27,566
-1,183
-4% -$34.6K 0.21% 79
2020
Q1 		$728K Sell
28,749
-9,555
-25% -$313K 0.22% 79
2019
Q4 		$1.39M Sell
38,304
-3,760
-9% -$131K 0.32% 70
2019
Q3 		$1.43M Sell
42,064
-724
-2% -$24.4K 0.36% 61
2019
Q2 		$1.46M Buy
42,788
+1,040
+2% +$35K 0.39% 61
2019
Q1 		$1.39M Buy
41,748
+2,026
+5% +$66.2K 0.39% 60
2018
Q4 		$1.17M Buy
39,722
+2,032
+5% +$66.2K 0.39% 63
2018
Q3 		$1.36M Sell
37,690
-6,211
-14% -$225K 0.4% 60
2018
Q2 		$1.53M Buy
43,901
+3,926
+10% +$135K 0.49% 55
2018
Q1 		$1.33M Buy
39,975
+8,091
+25% +$273K 0.43% 57
2017
Q4 		$1.06M Buy
+31,884
New +$1.05M 0.37% 62

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

McKinley Carter Wealth Services's SPMD Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 40% in Q1 2026, selling an estimated $385K and leaving 9,390 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #210.

McKinley Carter Wealth Services first reported a position in SPMD in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.53M in Q2 2018. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • McKinley Carter Wealth Services held 9,390 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $556K as of Q1 2026.
  • McKinley Carter Wealth Services sold 6,327 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $385K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #210 holding.
  • McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • McKinley Carter Wealth Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.53M in Q2 2018.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.