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

Narus Financial Partners’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 		$555K Sell
9,366
-196
-2% -$11.9K 0.15% 90
2025
Q4 		$554K Sell
9,562
-523
-5% -$30K 0.15% 88
2025
Q3 		$577K Buy
10,085
+611
+6% +$34.4K 0.16% 85
2025
Q2 		$515K Buy
9,474
+205
+2% +$10.6K 0.16% 83
2025
Q1 		$474K Buy
9,269
+1,654
+22% +$90.2K 0.16% 81
2024
Q4 		$416K Buy
7,615
+111
+1% +$6.25K 0.14% 93
2024
Q3 		$410K Buy
7,504
+358
+5% +$18.9K 0.15% 96
2024
Q2 		$367K Buy
7,146
+293
+4% +$15.1K 0.15% 97
2024
Q1 		$366K Sell
6,853
-1,473
-18% -$73.3K 0.16% 96
2023
Q4 		$406K Sell
8,326
-1,806
-18% -$80.5K 0.2% 81
2023
Q3 		$444K Sell
10,132
-1,210
-11% -$55.6K 0.23% 67
2023
Q2 		$520K Sell
11,342
-971
-8% -$42.4K 0.27% 63
2023
Q1 		$541K Sell
12,313
-804
-6% -$36K 0.29% 65
2022
Q4 		$557K Sell
13,117
-179
-1% -$7.6K 0.32% 54
2022
Q3 		$513K Buy
13,296
+357
+3% +$15.1K 0.32% 51
2022
Q2 		$514K Sell
12,939
-276
-2% -$12K 0.33% 54
2022
Q1 		$623K Buy
+13,215
New +$618K 0.35% 49
2021
Q1 		$539K Buy
+11,771
New +$517K 0.32% 45
2019
Q4 		$259K Buy
+7,146
New +$249K 0.18% 63

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 $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Narus Financial Partners's SPMD Position: Q1 2026 in Review

Narus Financial Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2% in Q1 2026, selling an estimated $11.9K and leaving 9,366 shares worth $555K. The position accounts for 0.15% of the portfolio, ranked #90.

Narus Financial Partners first reported a position in SPMD in Q4 2019 and has held it in 19 quarters since. The position peaked at $623K in Q1 2022. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Narus Financial Partners held 9,366 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $555K as of Q1 2026.
  • Narus Financial Partners sold 196 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $11.9K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.15% of Narus Financial Partners's portfolio in Q1 2026, its #90 holding.
  • Narus Financial Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 19 quarters since.
  • Narus Financial Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $623K in Q1 2022.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.