MMHP
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Murphy Middleton Hinkle & Parker’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Murphy Middleton Hinkle & Parker’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 		– Sell
-4,947
Closed -$626K – 209
2025
Q4 		$626K Buy
+4,947
New +$284K 0.3% 82

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

Murphy Middleton Hinkle & Parker's SPMD Position: Q1 2026 in Review

Murphy Middleton Hinkle & Parker sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 4,947 shares — an estimated $626K sold.

Murphy Middleton Hinkle & Parker first reported a position in SPMD in Q4 2025 and held it in 1 quarter. The position peaked at $626K in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Murphy Middleton Hinkle & Parker reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Murphy Middleton Hinkle & Parker sold 4,947 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $626K.
  • Murphy Middleton Hinkle & Parker first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and held it in 1 quarter.
  • Murphy Middleton Hinkle & Parker's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $626K in Q4 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 Murphy Middleton Hinkle & Parker's 13F filing for Q1 2026, filed 15 Apr 2026.