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

Outlook 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 		$502K Sell
8,482
-399
-4% -$24.3K 0.12% 170
2025
Q4 		$514K Buy
8,881
+160
+2% +$9.19K 0.12% 159
2025
Q3 		$499K Sell
8,721
-190
-2% -$10.7K 0.12% 159
2025
Q2 		$485K Sell
8,911
-126
-1% -$6.49K 0.12% 150
2025
Q1 		$463K Buy
9,037
+791
+10% +$43.1K 0.13% 144
2024
Q4 		$451K Sell
8,246
-641
-7% -$36.1K 0.13% 149
2024
Q3 		$486K Buy
8,887
+61
+0.7% +$3.23K 0.14% 133
2024
Q2 		$522K Buy
8,826
+76
+0.9% +$3.92K 0.16% 126
2024
Q1 		$467K Sell
8,750
-5,569
-39% -$277K 0.14% 144
2023
Q4 		$698K Buy
14,319
+4,190
+41% +$187K 0.24% 86
2023
Q3 		$444K Sell
10,129
-194
-2% -$8.92K 0.17% 128
2023
Q2 		$474K Sell
10,323
-237
-2% -$10.4K 0.18% 131
2023
Q1 		$464K Buy
+10,560
New +$473K 0.21% 118
2022
Q2 		– Sell
-30,500
Closed -$1.44M – 205
2022
Q1 		$1.44M Sell
30,500
-460
-1% -$21.5K 0.48% 50
2021
Q4 		$1.54M Buy
+30,960
New +$1.51M 0.45% 50

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

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

Outlook Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.5% in Q1 2026, selling an estimated $24.3K and leaving 8,482 shares worth $502K. The position accounts for 0.12% of the portfolio, ranked #170.

Outlook Wealth Advisors first reported a position in SPMD in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.54M in Q4 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Outlook Wealth Advisors held 8,482 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $502K as of Q1 2026.
  • Outlook Wealth Advisors sold 399 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $24.3K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.12% of Outlook Wealth Advisors's portfolio in Q1 2026, its #170 holding.
  • Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • Outlook Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.54M in Q4 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 Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.