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SPMD icon

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

NewEdge Wealth’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 		$1.38M Buy
23,291
+54
+0.2% +$3.29K 0.02% 533
2025
Q4 		$1.35M Buy
23,237
+221
+1% +$12.7K 0.02% 556
2025
Q3 		$1.31M Sell
23,016
-3,805
-14% -$214K 0.02% 500
2025
Q2 		$1.47M Sell
26,821
-405
-1% -$20.9K 0.02% 450
2025
Q1 		$1.39M Buy
27,226
+405
+2% +$22.1K 0.03% 420
2024
Q4 		$1.47M Hold
26,821
– – 0.03% 418
2024
Q3 		$1.47M Buy
+26,821
New +$1.42M 0.03% 400

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

NewEdge Wealth's SPMD Position: Q1 2026 in Review

NewEdge Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.23% in Q1 2026, buying an estimated $3.29K and bringing the position to 23,291 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #533.

NewEdge Wealth first reported a position in SPMD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q2 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • NewEdge Wealth held 23,291 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.38M as of Q1 2026.
  • NewEdge Wealth bought 54 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $3.29K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #533 holding.
  • NewEdge Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • NewEdge Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.47M in Q2 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 NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.