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

Montz Harcus 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	$14.2M	Buy	240,095 +7,439	+3%	+$453K	5.74%	4
2025 Q4	$13.5M	Buy	232,656 +2,860	+1%	+$164K	5.46%	4
2025 Q3	$13.1M	Buy	229,796 +5,608	+3%	+$316K	5.74%	4
2025 Q2	$12.2M	Buy	224,188 +9,854	+5%	+$508K	5.88%	4
2025 Q1	$11M	Buy	214,334 +6,766	+3%	+$369K	5.99%	4
2024 Q4	$11.4M	Buy	207,568 +4,374	+2%	+$246K	6.35%	3
2024 Q3	$11.1M	Buy	203,194 +13,794	+7%	+$729K	6.49%	3
2024 Q2	$9.72M	Buy	189,400 +6,952	+4%	+$359K	6.3%	4
2024 Q1	$9.73M	Buy	182,448 +2,213	+1%	+$110K	6.59%	3
2023 Q4	$8.78M	Buy	180,235 +409	+0.2%	+$18.2K	6.71%	3
2023 Q3	$7.87M	Buy	179,826 +2,283	+1%	+$105K	6.73%	3
2023 Q2	$8.15M	Buy	177,543 +5,366	+3%	+$234K	6.74%	3
2023 Q1	$7.57M	Buy	172,177 +1,833	+1%	+$82K	6.99%	3
2022 Q4	$7.24M	Buy	170,344 +1,913	+1%	+$81.2K	7.18%	3
2022 Q3	$6.5M	Buy	168,431 +2,767	+2%	+$117K	7.15%	3
2022 Q2	$6.58M	Buy	165,664 +6,795	+4%	+$295K	6.93%	3
2022 Q1	$7.49M	Buy	158,869 +7,280	+5%	+$340K	6.72%	3
2021 Q4	$7.54M	Buy	+151,589	New	+$7.41M	6.6%	3

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

Montz Harcus Wealth Management's SPMD Position: Q1 2026 in Review

Montz Harcus Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.2% in Q1 2026, buying an estimated $453K and bringing the position to 240,095 shares worth $14.2M. The position accounts for 5.74% of the portfolio, ranked #4.

Montz Harcus Wealth Management first reported a position in SPMD in Q4 2021 and has held it in 18 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Montz Harcus Wealth Management held 240,095 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $14.2M as of Q1 2026.
Montz Harcus Wealth Management bought 7,439 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $453K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 5.74% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #4 holding.
Montz Harcus Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 18 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 Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.