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SPMD icon

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

MOTCO’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 		$535K Hold
9,028
– – 0.05% 141
2025
Q4 		$523K Hold
9,028
– – 0.05% 149
2025
Q3 		$516K Hold
9,028
– – 0.05% 151
2025
Q2 		$499K Sell
9,028
-6,361
-41% -$328K 0.05% 148
2025
Q1 		$788K Buy
+15,389
New +$839K 0.08% 122

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 $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MOTCO's SPMD Position: Q1 2026 in Review

MOTCO held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 9,028 shares worth $535K. The position accounts for 0.05% of the portfolio, ranked #141.

MOTCO first reported a position in SPMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $788K in Q1 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • MOTCO held 9,028 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $535K as of Q1 2026.
  • MOTCO left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of MOTCO's portfolio in Q1 2026, its #141 holding.
  • MOTCO first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • MOTCO's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $788K in Q1 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 MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.