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

Paladin Advisory 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
2023 Q1	–	Sell	-7,872	Closed	-$335K	–	461
2022 Q4	$335K	Buy	7,872 +1,435	+22%	+$60.9K	0.29%	66
2022 Q3	$248K	Buy	6,437 +2,407	+60%	+$102K	0.23%	73
2022 Q2	$159K	Buy	+4,030	New	+$175K	0.14%	102
2022 Q1	–	Sell	-2,058	Closed	-$102K	–	478
2021 Q4	$102K	Buy	+2,058	New	+$101K	0.08%	134

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 $5.77B AUM 14.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Paladin Advisory Group's SPMD Position: Q1 2026 in Review

Paladin Advisory Group held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 1,390 shares worth $82.3K. The position accounts for 0.06% of the portfolio, ranked #132.

Paladin Advisory Group first reported a position in SPMD in Q1 2022 and has held it in 14 quarters since. The position peaked at $355K in Q2 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Paladin Advisory Group held 1,390 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $82.3K as of Q1 2026.
Paladin Advisory Group left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Paladin Advisory Group's portfolio in Q1 2026, its #132 holding.
Paladin Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $355K in Q2 2023.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.