OC
SPMD icon

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

Optima 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 		– Sell
-572
Closed -$33.1K – 1126
2025
Q4 		$33.1K Buy
+572
New +$32.9K 0.01% 358

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 $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

Optima Capital's SPMD Position: Q1 2026 in Review

Optima Capital sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 572 shares — an estimated $33.1K sold.

Optima Capital first reported a position in SPMD in Q4 2025 and held it in 1 quarter. The position peaked at $33.1K in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Optima Capital reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 572 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $33.1K.
  • Optima Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $33.1K in Q4 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 Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.