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

Omnitrust Wealth Management’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 		$4.54M Sell
76,589
-369
-0.5% -$22.5K 5.87% 2
2025
Q4 		$4.46M Buy
+76,958
New +$4.42M 5.66% 5
2025
Q2 		$4.92M Buy
+72,842
New +$3.75M 5.8% 5

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Omnitrust Wealth Management's SPMD Position: Q1 2026 in Review

Omnitrust Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.48% in Q1 2026, selling an estimated $22.5K and leaving 76,589 shares worth $4.54M. The position accounts for 5.87% of the portfolio, ranked #2.

Omnitrust Wealth Management first reported a position in SPMD in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.92M in Q2 2025. 811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Omnitrust Wealth Management held 76,589 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.54M as of Q1 2026.
  • Omnitrust Wealth Management sold 369 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $22.5K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 5.87% of Omnitrust Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Omnitrust Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.92M in Q2 2025.
  • 811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.