My Personal CFO LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

My Personal CFO LLC’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	$250K	Hold	4,228	–	–	0.11%	81
2025 Q4	$245K	Buy	+4,228	New	+$243K	0.1%	85
2025 Q3	–	Sell	-4,228	Closed	-$230K	–	143
2025 Q2	$230K	Hold	4,228	–	–	0.1%	85
2025 Q1	$216K	Buy	4,228 +127	+3%	+$6.92K	0.11%	84
2024 Q4	$224K	Hold	4,101	–	–	0.12%	86
2024 Q3	$224K	Hold	4,101	–	–	0.12%	85
2024 Q2	$210K	Hold	4,101	–	–	0.11%	100
2024 Q1	$219K	Buy	+4,101	New	+$204K	0.13%	94
2023 Q1	–	Sell	-4	Closed	-$174K	–	709
2022 Q4	$174K	Buy	+4	New	+$170	0.16%	71
2022 Q1	–	Sell	-4,101	Closed	-$204K	–	60
2021 Q4	$204K	Buy	+4,101	New	+$200K	0.18%	61

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

My Personal CFO LLC's SPMD Position: Q1 2026 in Review

My Personal CFO LLC held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 4,228 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #81.

My Personal CFO LLC first reported a position in SPMD in Q4 2021 and has held it in 10 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

My Personal CFO LLC held 4,228 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $250K as of Q1 2026.
My Personal CFO LLC 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 0.11% of My Personal CFO LLC's portfolio in Q1 2026, its #81 holding.
My Personal CFO LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 10 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 My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.