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MONECO Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

MONECO Advisors’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 		$2.73M Buy
46,147
+1,904
+4% +$116K 0.21% 107
2025
Q4 		$2.56M Buy
44,243
+6,454
+17% +$371K 0.2% 106
2025
Q3 		$2.16M Buy
37,789
+5,406
+17% +$305K 0.18% 123
2025
Q2 		$1.76M Buy
32,383
+8,001
+33% +$412K 0.16% 136
2025
Q1 		$1.25M Buy
24,382
+2,006
+9% +$109K 0.13% 158
2024
Q4 		$1.22M Buy
22,376
+6,758
+43% +$380K 0.13% 159
2024
Q3 		$854K Buy
15,618
+1,291
+9% +$68.3K 0.11% 178
2024
Q2 		$735K Buy
14,327
+319
+2% +$16.5K 0.11% 181
2024
Q1 		$747K Buy
14,008
+6,002
+75% +$299K 0.12% 190
2023
Q4 		$390K Buy
8,006
+768
+11% +$34.2K 0.07% 245
2023
Q3 		$317K Sell
7,238
-669
-8% -$30.8K 0.09% 243
2023
Q2 		$363K Buy
7,907
+1,591
+25% +$69.5K 0.1% 222
2023
Q1 		$278K Buy
6,316
+1,331
+27% +$59.6K 0.08% 256
2022
Q4 		$212K Buy
+4,985
New +$212K 0.08% 248
2021
Q4 		– Sell
-8,782
Closed -$405K – 268
2021
Q3 		$405K Buy
+8,782
New +$415K 0.16% 141

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

MONECO Advisors's SPMD Position: Q1 2026 in Review

MONECO Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.3% in Q1 2026, buying an estimated $116K and bringing the position to 46,147 shares worth $2.73M. The position accounts for 0.21% of the portfolio, ranked #107.

MONECO Advisors first reported a position in SPMD in Q3 2021 and has held it in 15 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • MONECO Advisors held 46,147 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.73M as of Q1 2026.
  • MONECO Advisors bought 1,904 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $116K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.21% of MONECO Advisors's portfolio in Q1 2026, its #107 holding.
  • MONECO Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2021 and has held it in 15 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.