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Old Port Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Old Port Advisors’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 		$240K Buy
4,049
+23
+0.6% +$1.4K 0.06% 214
2025
Q4 		$233K Sell
4,026
-102
-2% -$5.86K 0.06% 212
2025
Q3 		$236K Hold
4,128
– – 0.06% 214
2025
Q2 		$224K Hold
4,128
– – 0.06% 220
2025
Q1 		$211K Sell
4,128
-45
-1% -$2.45K 0.06% 216
2024
Q4 		$228K Sell
4,173
-1,429
-26% -$80.4K 0.07% 209
2024
Q3 		$306K Sell
5,602
-204
-4% -$10.8K 0.09% 189
2024
Q2 		$298K Hold
5,806
– – 0.09% 180
2024
Q1 		$310K Sell
5,806
-175
-3% -$8.7K 0.09% 176
2023
Q4 		$291K Sell
5,981
-525
-8% -$23.4K 0.1% 174
2023
Q3 		$285K Buy
+6,506
New +$299K 0.1% 171
2023
Q1 		$293K Sell
6,706
-70
-1% -$3.13K 0.11% 172
2022
Q4 		$288K Sell
6,776
-36
-0.5% -$1.53K 0.11% 172
2022
Q3 		$279K Hold
6,812
– – 0.11% 176
2022
Q2 		$273K Sell
6,812
-1,185
-15% -$51.4K 0.11% 182
2022
Q1 		$379K Hold
7,997
– – 0.13% 173
2021
Q4 		$394K Sell
7,997
-200
-2% -$9.77K 0.13% 166
2021
Q3 		$382K Sell
8,197
-600
-7% -$28.3K 0.14% 158
2021
Q2 		$409K Sell
8,797
-3,796
-30% -$180K 0.15% 156
2021
Q1 		$576K Buy
12,593
+1,608
+15% +$70.6K 0.23% 108
2020
Q4 		$437K Buy
10,985
+2,028
+23% +$75.2K 0.19% 118
2020
Q3 		$292K Buy
8,957
+102
+1% +$3.35K 0.14% 136
2020
Q2 		$277K Sell
8,855
-670
-7% -$19.6K 0.15% 137
2020
Q1 		$241K Buy
9,525
+1,628
+21% +$53.2K 0.15% 139
2019
Q4 		$285K Buy
7,897
+109
+1% +$3.8K 0.14% 142
2019
Q3 		$259K Buy
7,788
+1,582
+25% +$53.3K 0.14% 145
2019
Q2 		$213K Sell
6,206
-498
-7% -$16.8K 0.11% 163
2019
Q1 		$223K Buy
+6,704
New +$219K 0.12% 158

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

Old Port Advisors's SPMD Position: Q1 2026 in Review

Old Port Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.57% in Q1 2026, buying an estimated $1.4K and bringing the position to 4,049 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #214.

Old Port Advisors first reported a position in SPMD in Q1 2019 and has held it in 28 quarters since. The position peaked at $576K in Q1 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Old Port Advisors held 4,049 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $240K as of Q1 2026.
  • Old Port Advisors bought 23 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $1.4K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Old Port Advisors's portfolio in Q1 2026, its #214 holding.
  • Old Port Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • Old Port Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $576K in Q1 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 Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.