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O'Donnell Financial Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

O'Donnell Financial Services’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 		$6.09M Buy
102,969
+2,985
+3% +$182K 2.1% 14
2025
Q4 		$5.79M Buy
99,984
+4,258
+4% +$245K 1.98% 13
2025
Q3 		$5.47M Buy
+95,726
New +$5.39M 1.95% 12
2022
Q2 		– Sell
-223,287
Closed -$10.5M – 45
2022
Q1 		$10.5M Sell
223,287
-164,661
-42% -$7.7M 4.79% 8
2021
Q4 		$17.5M Buy
387,948
+15,173
+4% +$741K 8.09% 4
2021
Q3 		$17.2M Buy
+372,775
New +$17.6M 8.27% 5

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

O'Donnell Financial Services's SPMD Position: Q1 2026 in Review

O'Donnell Financial Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3% in Q1 2026, buying an estimated $182K and bringing the position to 102,969 shares worth $6.09M. The position accounts for 2.1% of the portfolio, ranked #14.

O'Donnell Financial Services first reported a position in SPMD in Q3 2021 and has held it in 6 quarters since. The position peaked at $17.5M in Q4 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • O'Donnell Financial Services held 102,969 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.09M as of Q1 2026.
  • O'Donnell Financial Services bought 2,985 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $182K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.1% of O'Donnell Financial Services's portfolio in Q1 2026, its #14 holding.
  • O'Donnell Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2021 and has held it in 6 quarters since.
  • O'Donnell Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $17.5M in Q4 2021.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.