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

Measured Wealth Private Client 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
2026
Q1 		$1.87M Sell
31,537
-5,496
-15% -$335K 0.51% 29
2025
Q4 		$2.14M Sell
37,033
-44,869
-55% -$2.58M 0.57% 30
2025
Q3 		$4.68M Sell
81,902
-8,026
-9% -$452K 1.26% 16
2025
Q2 		$4.89M Sell
89,928
-14,393
-14% -$741K 1.46% 15
2025
Q1 		$5.34M Sell
104,321
-141,394
-58% -$7.71M 1.71% 13
2024
Q4 		$13.4M Sell
245,715
-28,080
-10% -$1.58M 4.34% 8
2024
Q3 		$15M Sell
273,795
-78,131
-22% -$4.13M 5.01% 5
2024
Q2 		$18.1M Buy
351,926
+10,500
+3% +$542K 6.34% 3
2024
Q1 		$18.2M Sell
341,426
-120,274
-26% -$5.98M 6.36% 3
2023
Q4 		$22.5M Sell
461,700
-5,883
-1% -$262K 8.29% 3
2023
Q3 		$20.5M Buy
467,583
+9,591
+2% +$441K 8.23% 3
2023
Q2 		$21M Buy
457,992
+98,961
+28% +$4.32M 7.98% 3
2023
Q1 		$15.8M Buy
359,031
+5,498
+2% +$246K 6.08% 5
2022
Q4 		$15M Buy
353,533
+64,456
+22% +$2.74M 6.19% 5
2022
Q3 		$11.1M Sell
289,077
-52,545
-15% -$2.23M 4.92% 5
2022
Q2 		$13.6M Sell
341,622
-143,769
-30% -$6.24M 5.99% 4
2022
Q1 		$22.9M Sell
485,391
-1,888
-0.4% -$88.3K 8.41% 3
2021
Q4 		$24.2M Buy
487,279
+19,018
+4% +$929K 8.56% 3
2021
Q3 		$21.6M Sell
468,261
-169,041
-27% -$7.98M 8.32% 3
2021
Q2 		$30.1M Sell
637,302
-6,252
-1% -$297K 9.58% 3
2021
Q1 		$29.4M Sell
643,554
-7,967
-1% -$350K 10.44% 3
2020
Q4 		$26.3M Buy
651,521
+3,988
+0.6% +$148K 10.96% 3
2020
Q3 		$21.1M Buy
647,533
+91,068
+16% +$2.99M 10.22% 3
2020
Q2 		$17.4M Buy
556,465
+127,943
+30% +$3.74M 10.15% 3
2020
Q1 		$10.9M Buy
428,522
+24,656
+6% +$806K 8.45% 4
2019
Q4 		$14.6M Buy
403,866
+241,011
+148% +$8.4M 9.76% 4
2019
Q3 		$5.52M Buy
162,855
+135,330
+492% +$4.56M 3.57% 6
2019
Q2 		$938K Buy
27,525
+19,867
+259% +$669K 0.54% 35
2019
Q1 		$255K Buy
+7,658
New +$250K 0.16% 147
2018
Q4 		– Sell
-1,974
Closed -$71K – 612
2018
Q3 		$71K Buy
+1,974
New +$71.4K 0.04% 282

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

Measured Wealth Private Client Group's SPMD Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 15% in Q1 2026, selling an estimated $335K and leaving 31,537 shares worth $1.87M. The position accounts for 0.51% of the portfolio, ranked #29.

Measured Wealth Private Client Group first reported a position in SPMD in Q3 2018 and has held it in 30 quarters since. The position peaked at $30.1M in Q2 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Measured Wealth Private Client Group held 31,537 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.87M as of Q1 2026.
  • Measured Wealth Private Client Group sold 5,496 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $335K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.51% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #29 holding.
  • Measured Wealth Private Client Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 30 quarters since.
  • Measured Wealth Private Client Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $30.1M in Q2 2021.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.