MML Investors Services
SPMD icon

MML Investors Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

MML Investors Services’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 		$27.4M Sell
461,977
-33,190
-7% -$2.02M 0.08% 263
2025
Q4 		$28.7M Buy
495,167
+36,306
+8% +$2.09M 0.07% 271
2025
Q3 		$26.2M Sell
458,861
-1,766
-0.4% -$99.5K 0.07% 274
2025
Q2 		$25M Buy
460,627
+46,488
+11% +$2.39M 0.07% 271
2025
Q1 		$21.2M Buy
414,139
+62,861
+18% +$3.43M 0.07% 281
2024
Q4 		$19.2M Buy
351,278
+22,227
+7% +$1.25M 0.07% 291
2024
Q3 		$18M Buy
329,051
+2,801
+0.9% +$148K 0.07% 290
2024
Q2 		$16.7M Buy
326,250
+2,521
+0.8% +$130K 0.07% 281
2024
Q1 		$17.3M Sell
323,729
-474
-0.1% -$23.6K 0.07% 277
2023
Q4 		$15.8M Buy
324,203
+39
+0% +$1.74K 0.07% 269
2023
Q3 		$14.2M Sell
324,164
-16,138
-5% -$742K 0.08% 251
2023
Q2 		$15.6M Buy
340,302
+35,009
+11% +$1.53M 0.09% 239
2023
Q1 		$13.4M Sell
305,293
-17,236
-5% -$771K 0.09% 230
2022
Q4 		$13.7M Buy
322,529
+4,186
+1% +$178K 0.09% 248
2022
Q3 		$12.3M Buy
318,343
+21,319
+7% +$904K 0.09% 238
2022
Q2 		$11.8M Buy
297,024
+14,299
+5% +$620K 0.09% 241
2022
Q1 		$13.3M Sell
282,725
-6,805
-2% -$318K 0.09% 225
2021
Q4 		$14.4M Buy
289,530
+6,372
+2% +$311K 0.1% 212
2021
Q3 		$13.1M Buy
283,158
+9,877
+4% +$466K 0.1% 211
2021
Q2 		$12.9M Sell
273,281
-1,386
-0.5% -$65.8K 0.11% 206
2021
Q1 		$12.6M Buy
274,667
+42,709
+18% +$1.87M 0.12% 191
2020
Q4 		$9.37M Buy
231,958
+225,704
+3,609% +$8.37M 0.1% 206
2020
Q3 		$204K Sell
6,254
-2,288
-27% -$75.2K ﹤0.01% 1481
2020
Q2 		$267K Sell
8,542
-9,989
-54% -$292K ﹤0.01% 1273
2020
Q1 		$469K Buy
18,531
+5,707
+45% +$187K 0.01% 906
2019
Q4 		$465K Buy
12,824
+4,219
+49% +$147K 0.01% 1033
2019
Q3 		$292K Sell
8,605
-22
-0.3% -$741 ﹤0.01% 1201
2019
Q2 		$294K Sell
8,627
-193
-2% -$6.5K ﹤0.01% 1300
2019
Q1 		$294K Buy
+8,820
New +$288K ﹤0.01% 1273

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

MML Investors Services's SPMD Position: Q1 2026 in Review

MML Investors Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.7% in Q1 2026, selling an estimated $2.02M and leaving 461,977 shares worth $27.4M. The position accounts for 0.08% of the portfolio, ranked #263.

MML Investors Services first reported a position in SPMD in Q1 2019 and has held it in 29 quarters since. The position peaked at $28.7M in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • MML Investors Services held 461,977 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $27.4M as of Q1 2026.
  • MML Investors Services sold 33,190 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $2.02M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of MML Investors Services's portfolio in Q1 2026, its #263 holding.
  • MML Investors Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • MML Investors Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $28.7M in Q4 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 MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.