Optimist Retirement Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Optimist Retirement Group’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	$285K	Buy	4,817 +4	+0.1%	+$243	0.13%	92
2025 Q4	$279K	Buy	4,813 +3	+0.1%	+$172	0.13%	86
2025 Q3	$275K	Buy	4,810 +4	+0.1%	+$225	0.12%	93
2025 Q2	$261K	Buy	4,806 +4	+0.1%	+$206	0.13%	95
2025 Q1	$246K	Buy	4,802 +3	+0.1%	+$164	0.12%	88
2024 Q4	$262K	Sell	4,799 -203	-4%	-$11.4K	0.12%	79
2024 Q3	$274K	Buy	5,002 +3	+0.1%	+$159	0.12%	70
2024 Q2	$256K	Buy	4,999 +4	+0.1%	+$206	0.13%	64
2024 Q1	$266K	Sell	4,995 -533	-10%	-$26.5K	0.14%	67
2023 Q4	$269K	Buy	+5,528	New	+$246K	0.17%	58

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Optimist Retirement Group's SPMD Position: Q1 2026 in Review

Optimist Retirement Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.08% in Q1 2026, buying an estimated $243 and bringing the position to 4,817 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #92.

Optimist Retirement Group first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Optimist Retirement Group held 4,817 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $285K as of Q1 2026.
Optimist Retirement Group bought 4 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $243.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.13% of Optimist Retirement Group's portfolio in Q1 2026, its #92 holding.
Optimist Retirement Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 10 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 Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.