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

MMA Asset 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
2026 Q1	$2.24M	Buy	37,760 +1,541	+4%	+$93.8K	0.79%	33
2025 Q4	$2.1M	Sell	36,219 -34,385	-49%	-$1.98M	0.75%	34
2025 Q3	$4.04M	Buy	70,604 +35,211	+99%	+$1.98M	1.35%	17
2025 Q2	$1.92M	Sell	35,393 -796	-2%	-$41K	0.74%	30
2025 Q1	$1.85M	Buy	36,189 +32	+0.1%	+$1.74K	0.78%	26
2024 Q4	$1.98M	Buy	+36,157	New	+$2.03M	0.86%	24
2024 Q3	–	Sell	-36,282	Closed	-$1.86M	–	135
2024 Q2	$1.86M	Buy	36,282 +11,082	+44%	+$572K	0.87%	24
2024 Q1	$1.34M	Buy	25,200 +2,830	+13%	+$141K	0.63%	35
2023 Q4	$1.09M	Buy	22,370 +1,672	+8%	+$74.5K	0.58%	38
2023 Q3	$906K	Buy	20,698 +825	+4%	+$37.9K	0.52%	40
2023 Q2	$912K	Buy	+19,873	New	+$868K	0.53%	38

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MMA Asset Management's SPMD Position: Q1 2026 in Review

MMA Asset Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.3% in Q1 2026, buying an estimated $93.8K and bringing the position to 37,760 shares worth $2.24M. The position accounts for 0.79% of the portfolio, ranked #33.

MMA Asset Management first reported a position in SPMD in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.04M in Q3 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

MMA Asset Management held 37,760 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.24M as of Q1 2026.
MMA Asset Management bought 1,541 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $93.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.79% of MMA Asset Management's portfolio in Q1 2026, its #33 holding.
MMA Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 11 quarters since.
MMA Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.04M 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 MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.