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Money Concepts Capital’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Money Concepts Capital’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 		$1.36M Buy
23,013
+2,201
+11% +$134K 0.08% 242
2025
Q4 		$1.21M Buy
20,812
+1,947
+10% +$112K 0.07% 248
2025
Q3 		$1.08M Buy
18,865
+1,673
+10% +$94.3K 0.07% 241
2025
Q2 		$935K Buy
17,192
+1,739
+11% +$89.6K 0.06% 250
2025
Q1 		$791K Buy
15,453
+831
+6% +$45.3K 0.06% 250
2024
Q4 		$800K Buy
14,622
+551
+4% +$31K 0.06% 236
2024
Q3 		$769K Sell
14,071
-989
-7% -$52.3K 0.06% 241
2024
Q2 		$773K Buy
15,060
+2,245
+18% +$116K 0.06% 236
2024
Q1 		$684K Buy
12,815
+3,352
+35% +$167K 0.06% 249
2023
Q4 		$461K Buy
9,463
+3,795
+67% +$169K 0.04% 285
2023
Q3 		$248K Buy
5,668
+919
+19% +$42.3K 0.03% 311
2023
Q2 		$218K Sell
4,749
-202,063
-98% -$8.83M 0.02% 348
2023
Q1 		$2.13M Buy
206,812
+203,096
+5,465% +$9.09M 0.12% 145
2022
Q4 		$158K Buy
+3,716
New +$158K 0.01% 788
2022
Q2 		– Sell
-771
Closed -$36K – 2478
2022
Q1 		$36K Buy
+771
New +$36.1K ﹤0.01% 1365
2021
Q1 		– Sell
-137,185
Closed -$5.54M – 763
2020
Q4 		$5.54M Buy
+137,185
New +$5.09M 0.51% 49

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

Money Concepts Capital's SPMD Position: Q1 2026 in Review

Money Concepts Capital increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 11% in Q1 2026, buying an estimated $134K and bringing the position to 23,013 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #242.

Money Concepts Capital first reported a position in SPMD in Q4 2020 and has held it in 16 quarters since. The position peaked at $5.54M in Q4 2020. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Money Concepts Capital held 23,013 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.36M as of Q1 2026.
  • Money Concepts Capital bought 2,201 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $134K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Money Concepts Capital's portfolio in Q1 2026, its #242 holding.
  • Money Concepts Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 16 quarters since.
  • Money Concepts Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.54M in Q4 2020.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.