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

ORBA Wealth 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 		$1.59M Sell
26,786
-2,559
-9% -$156K 1.89% 18
2025
Q4 		$1.7M Sell
29,345
-4,974
-14% -$286K 1.48% 21
2025
Q3 		$1.96M Sell
34,319
-823
-2% -$46.4K 1.62% 20
2025
Q2 		$1.91M Sell
35,142
-51,899
-60% -$2.67M 1.74% 21
2025
Q1 		$4.45M Buy
87,041
+23,203
+36% +$1.26M 2.25% 15
2024
Q4 		$3.49M Sell
63,838
-37
-0.1% -$2.08K 1.82% 20
2024
Q3 		$3.49M Buy
63,875
+2,222
+4% +$117K 1.77% 19
2024
Q2 		$3.16M Buy
61,653
+1,227
+2% +$63.3K 1.64% 22
2024
Q1 		$3.22M Buy
60,426
+3,572
+6% +$178K 1.78% 21
2023
Q4 		$2.77M Buy
+56,854
New +$2.53M 1.66% 21

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

ORBA Wealth Advisors's SPMD Position: Q1 2026 in Review

ORBA Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.7% in Q1 2026, selling an estimated $156K and leaving 26,786 shares worth $1.59M. The position accounts for 1.89% of the portfolio, ranked #18.

ORBA Wealth Advisors first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.45M in Q1 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • ORBA Wealth Advisors held 26,786 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.59M as of Q1 2026.
  • ORBA Wealth Advisors sold 2,559 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $156K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.89% of ORBA Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • ORBA Wealth Advisors 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.
  • ORBA Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.45M in Q1 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 ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.