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

Oarsman Capital’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 		$35M Buy
590,328
+107,330
+22% +$6.53M 4.34% 5
2025
Q4 		$28M Buy
482,998
+44,673
+10% +$2.57M 3.63% 6
2025
Q3 		$25.1M Buy
438,325
+233,876
+114% +$13.2M 3.51% 6
2025
Q2 		$11.1M Buy
204,449
+54,547
+36% +$2.81M 1.74% 13
2025
Q1 		$7.67M Buy
149,902
+29,870
+25% +$1.63M 1.38% 16
2024
Q4 		$6.56M Buy
120,032
+10,891
+10% +$613K 1.14% 18
2024
Q3 		$5.97M Buy
109,141
+7,178
+7% +$380K 1.1% 20
2024
Q2 		$5.23M Buy
101,963
+11,853
+13% +$612K 1.15% 19
2024
Q1 		$4.81M Buy
90,110
+35,086
+64% +$1.74M 1.15% 19
2023
Q4 		$2.68M Buy
55,024
+19,743
+56% +$880K 0.71% 32
2023
Q3 		$1.54M Buy
35,281
+6,944
+25% +$319K 0.65% 43
2023
Q2 		$1.3M Buy
+28,337
New +$1.24M 0.57% 50
2022
Q2 		– Sell
-6,440
Closed -$304K – 187
2022
Q1 		$304K Sell
6,440
-32,485
-83% -$1.52M 0.12% 152
2021
Q4 		$1.94M Buy
38,925
+1,159
+3% +$56.6K 0.76% 41
2021
Q3 		$1.74M Buy
37,766
+1,186
+3% +$56K 0.71% 44
2021
Q2 		$1.73M Buy
36,580
+1,778
+5% +$84.4K 0.69% 44
2021
Q1 		$1.59M Sell
34,802
-26,365
-43% -$1.16M 0.69% 47
2020
Q4 		$2.47M Sell
61,167
-102
-0.2% -$3.78K 0.96% 29
2020
Q3 		$2M Buy
61,269
+1,230
+2% +$40.4K 0.9% 35
2020
Q2 		$1.88M Buy
60,039
+11,817
+25% +$345K 0.93% 31
2020
Q1 		$1.22M Sell
48,222
-7,218
-13% -$236K 1.13% 30
2019
Q4 		$2.01M Buy
55,440
+2,012
+4% +$70.1K 0.92% 35
2019
Q3 		$1.81M Buy
53,428
+2,115
+4% +$71.3K 0.86% 40
2019
Q2 		$1.75M Buy
51,313
+1,824
+4% +$61.4K 0.79% 46
2019
Q1 		$1.65M Buy
49,489
+2,667
+6% +$87.2K 0.78% 47
2018
Q4 		$1.38M Buy
46,822
+1,782
+4% +$58K 0.71% 48
2018
Q3 		$1.63M Buy
45,040
+1,361
+3% +$49.2K 0.66% 54
2018
Q2 		$1.52M Buy
43,679
+3,583
+9% +$123K 0.69% 49
2018
Q1 		$1.33M Buy
40,096
+3,807
+10% +$128K 0.61% 55
2017
Q4 		$1.21M Buy
+36,289
New +$1.19M 0.52% 62

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

Oarsman Capital's SPMD Position: Q1 2026 in Review

Oarsman Capital increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 22% in Q1 2026, buying an estimated $6.53M and bringing the position to 590,328 shares worth $35M. The position accounts for 4.34% of the portfolio, ranked #5.

Oarsman Capital first reported a position in SPMD in Q4 2017 and has held it in 30 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Oarsman Capital held 590,328 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $35M as of Q1 2026.
  • Oarsman Capital bought 107,330 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $6.53M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 4.34% of Oarsman Capital's portfolio in Q1 2026, its #5 holding.
  • Oarsman Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 30 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 Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.