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

&Partners’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 		$3.05M Buy
51,495
+1,244
+2% +$75.7K 0.02% 719
2025
Q4 		$2.91M Buy
50,251
+744
+2% +$42.7K 0.02% 697
2025
Q3 		$2.83M Buy
49,507
+865
+2% +$48.7K 0.02% 611
2025
Q2 		$2.65M Buy
48,642
+34,689
+249% +$1.79M 0.02% 555
2025
Q1 		$712K Buy
+13,953
New +$761K 0.01% 969

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

&Partners's SPMD Position: Q1 2026 in Review

&Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.5% in Q1 2026, buying an estimated $75.7K and bringing the position to 51,495 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #719.

&Partners first reported a position in SPMD in Q1 2025 and has held it in 5 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • &Partners held 51,495 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.05M as of Q1 2026.
  • &Partners bought 1,244 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $75.7K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #719 holding.
  • &Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 5 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.