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

Medallion Wealth Advisors’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 		$622K Sell
10,511
-68
-0.6% -$4.14K 0.2% 105
2025
Q4 		$613K Sell
10,579
-404
-4% -$23.2K 0.21% 106
2025
Q3 		$628K Sell
10,983
-134
-1% -$7.55K 0.22% 107
2025
Q2 		$611K Buy
11,117
+4
+0% +$206 0.24% 103
2025
Q1 		$571K Buy
11,113
+1,117
+11% +$60.9K 0.26% 93
2024
Q4 		$538K Buy
+9,996
New +$563K 0.27% 91

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 $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Medallion Wealth Advisors's SPMD Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.64% in Q1 2026, selling an estimated $4.14K and leaving 10,511 shares worth $622K. The position accounts for 0.2% of the portfolio, ranked #105.

Medallion Wealth Advisors first reported a position in SPMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $628K in Q3 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Medallion Wealth Advisors held 10,511 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $622K as of Q1 2026.
  • Medallion Wealth Advisors sold 68 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $4.14K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.2% of Medallion Wealth Advisors's portfolio in Q1 2026, its #105 holding.
  • Medallion Wealth Advisors 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.
  • Medallion Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $628K in Q3 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.