MA
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MJP Associates’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

MJP Associates’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 		– Sell
-5,852
Closed -$339K – 270
2025
Q4 		$339K Sell
5,852
-104,228
-95% -$5.99M 0.04% 179
2025
Q3 		$6.3M Buy
110,080
+7,832
+8% +$441K 0.83% 21
2025
Q2 		$5.56M Sell
102,248
-16,204
-14% -$835K 0.82% 20
2025
Q1 		$6.06M Buy
118,452
+41,281
+53% +$2.25M 1.09% 21
2024
Q4 		$4.22M Buy
77,171
+2,555
+3% +$144K 0.76% 23
2024
Q3 		$4.08M Buy
74,616
+8,117
+12% +$429K 0.77% 22
2024
Q2 		$3.41M Buy
66,499
+2,665
+4% +$138K 0.71% 22
2024
Q1 		$3.4M Buy
63,834
+37,227
+140% +$1.85M 0.74% 21
2023
Q4 		$1.3M Buy
26,607
+454
+2% +$20.2K 0.35% 29
2023
Q3 		$1.15M Sell
26,153
-322
-1% -$14.8K 0.33% 29
2023
Q2 		$1.21M Sell
26,475
-23,448
-47% -$1.02M 0.4% 33
2023
Q1 		$2.19M Buy
49,923
+300
+0.6% +$13.4K 0.67% 15
2022
Q4 		$2.11M Sell
49,623
-2,771
-5% -$118K 0.61% 21
2022
Q3 		$2.02M Buy
52,394
+1,183
+2% +$50.2K 0.6% 20
2022
Q2 		$2.03M Sell
51,211
-1,657
-3% -$71.9K 0.57% 22
2022
Q1 		$2.5M Sell
52,868
-173
-0.3% -$8.09K 0.63% 26
2021
Q4 		$2.65M Buy
53,041
+708
+1% +$34.6K 0.79% 26
2021
Q3 		$2.42M Sell
52,333
-770
-1% -$36.4K 0.82% 25
2021
Q2 		$2.51M Buy
53,103
+1,641
+3% +$77.9K 0.84% 26
2021
Q1 		$2.35M Buy
51,462
+5,530
+12% +$243K 0.96% 26
2020
Q4 		$1.86M Buy
+45,932
New +$1.7M 0.78% 25

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

MJP Associates's SPMD Position: Q1 2026 in Review

MJP Associates sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 5,852 shares — an estimated $339K sold.

MJP Associates first reported a position in SPMD in Q4 2020 and held it in 21 quarters. The position peaked at $6.3M in Q3 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • MJP Associates reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • MJP Associates sold 5,852 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $339K.
  • MJP Associates first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 21 quarters.
  • MJP Associates's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6.3M 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 MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.