Parkside Financial Bank & Trust’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Parkside Financial Bank & Trust’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	$60	Buy	+1	New	+$61	﹤0.01%	2671
2025 Q2	–	Sell	-6,844	Closed	-$350K	–	2982
2025 Q1	$350K	Buy	6,844 +11	+0.2%	+$600	0.04%	273
2024 Q4	$374K	Buy	+6,833	New	+$385K	0.05%	251
2023 Q2	–	Sell	-1,595	Closed	-$70.1K	–	2093
2023 Q1	$70.1K	Buy	+1,595	New	+$71.4K	0.02%	481

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 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

Parkside Financial Bank & Trust's SPMD Position: Q1 2026 in Review

Parkside Financial Bank & Trust opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 1 share worth $60. The stake represents ﹤0.01% of the portfolio and ranks #2671 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in SPMD as recently as Q1 2025.

Parkside Financial Bank & Trust first reported a position in SPMD in Q1 2023 and has held it in 4 quarters since. The position peaked at $374K in Q4 2024. 811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Parkside Financial Bank & Trust held 1 share of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $60 as of Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Parkside Financial Bank & Trust position in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2671 holding.
Parkside Financial Bank & Trust first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 4 quarters since.
Parkside Financial Bank & Trust's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $374K in Q4 2024.
811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.