MWM
SPMD icon

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

Modern 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
2026
Q1 		$2.2M Sell
36,892
-9,423
-20% -$574K 0.04% 296
2025
Q4 		$2.68M Buy
46,315
+13,364
+41% +$768K 0.05% 259
2025
Q3 		$1.88M Buy
32,951
+6,990
+27% +$394K 0.04% 289
2025
Q2 		$1.41M Buy
+25,961
New +$1.34M 0.03% 311

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

Modern Wealth Management's SPMD Position: Q1 2026 in Review

Modern Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 20% in Q1 2026, selling an estimated $574K and leaving 36,892 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #296.

Modern Wealth Management first reported a position in SPMD in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.68M in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Modern Wealth Management held 36,892 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.2M as of Q1 2026.
  • Modern Wealth Management sold 9,423 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $574K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Modern Wealth Management's portfolio in Q1 2026, its #296 holding.
  • Modern Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.68M 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 Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.