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

MGB Wealth 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
2025 Q4	$774K	Buy	13,366 +21	+0.2%	+$1.21K	0.22%	93
2025 Q3	$763K	Buy	13,345 +6	+0%	+$338	0.22%	99
2025 Q2	$725K	Sell	13,339 -483	-3%	-$24.9K	0.24%	92
2025 Q1	$707K	Sell	13,822 -368	-3%	-$20.1K	0.26%	95
2024 Q4	$776K	Buy	14,190 +61	+0.4%	+$3.43K	0.24%	82
2024 Q3	$773K	Buy	14,129 +150	+1%	+$7.93K	0.28%	83
2024 Q2	$740K	Sell	13,979 -24	-0.2%	-$1.24K	0.28%	84
2024 Q1	$747K	Buy	14,003 +51	+0.4%	+$2.54K	0.3%	81
2023 Q4	$680K	Buy	+13,952	New	+$622K	0.34%	80

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

MGB Wealth Management's SPMD Position: Q4 2025 in Review

MGB Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.16% in Q4 2025, buying an estimated $1.21K and bringing the position to 13,366 shares worth $774K. The position accounts for 0.22% of the portfolio, ranked #93.

MGB Wealth Management first reported a position in SPMD in Q4 2023 and has held it in 9 quarters since. The position peaked at $776K in Q4 2024. 793 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

MGB Wealth Management held 13,366 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $774K as of Q4 2025.
MGB Wealth Management bought 21 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2025, an estimated $1.21K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.22% of MGB Wealth Management's portfolio in Q4 2025, its #93 holding.
MGB Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $776K in Q4 2024.
793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.