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

MSH Capital 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	$230K	Sell	3,880 -41	-1%	-$2.5K	0.05%	251
2025 Q4	$227K	Sell	3,921 -45	-1%	-$2.58K	0.05%	251
2025 Q3	$227K	Buy	+3,966	New	+$223K	0.06%	231
2025 Q2	–	Sell	-4,809	Closed	-$246K	–	248
2025 Q1	$246K	Sell	4,809 -1	-0%	-$55	0.08%	203
2024 Q4	$263K	Buy	4,810 +1,070	+29%	+$60.2K	0.08%	201
2024 Q3	$205K	Buy	+3,740	New	+$198K	0.06%	222

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

MSH Capital Advisors's SPMD Position: Q1 2026 in Review

MSH Capital Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1% in Q1 2026, selling an estimated $2.5K and leaving 3,880 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #251.

MSH Capital Advisors first reported a position in SPMD in Q3 2024 and has held it in 6 quarters since. The position peaked at $263K in Q4 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

MSH Capital Advisors held 3,880 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $230K as of Q1 2026.
MSH Capital Advisors sold 41 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $2.5K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of MSH Capital Advisors's portfolio in Q1 2026, its #251 holding.
MSH Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 6 quarters since.
MSH Capital Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $263K in Q4 2024.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.