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

Perennial Investment 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	$3.28M	Sell	55,346 -843	-2%	-$51.3K	0.26%	82
2025 Q4	$3.25M	Sell	56,189 -935	-2%	-$53.7K	0.26%	79
2025 Q3	$3.27M	Sell	57,124 -37,492	-40%	-$2.11M	0.27%	74
2025 Q2	$5.15M	Sell	94,616 -2,857	-3%	-$147K	0.5%	39
2025 Q1	$4.99M	Sell	97,473 -34,783	-26%	-$1.9M	0.56%	36
2024 Q4	$7.23M	Sell	132,256 -2,274	-2%	-$128K	0.85%	29
2024 Q3	$7.36M	Buy	134,530 +10,925	+9%	+$578K	0.95%	23
2024 Q2	$6.34M	Sell	123,605 -781	-0.6%	-$40.3K	0.9%	23
2024 Q1	$6.63M	Buy	124,386 +97,732	+367%	+$4.86M	1.01%	22
2023 Q4	$1.3M	Sell	26,654 -5,666	-18%	-$252K	0.22%	86
2023 Q3	$1.42M	Sell	32,320 -69	-0.2%	-$3.17K	0.26%	80
2023 Q2	$1.49M	Buy	32,389 +17	+0.1%	+$743	0.26%	79
2023 Q1	$1.42M	Buy	+32,372	New	+$1.45M	0.26%	80

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 $6.98B AUM 18.78% 1-Year Est. Return

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

Perennial Investment Advisors's SPMD Position: Q1 2026 in Review

Perennial Investment Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.5% in Q1 2026, selling an estimated $51.3K and leaving 55,346 shares worth $3.28M. The position accounts for 0.26% of the portfolio, ranked #82.

Perennial Investment Advisors first reported a position in SPMD in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.36M in Q3 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Perennial Investment Advisors held 55,346 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.28M as of Q1 2026.
Perennial Investment Advisors sold 843 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $51.3K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.26% of Perennial Investment Advisors's portfolio in Q1 2026, its #82 holding.
Perennial Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 13 quarters since.
Perennial Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $7.36M in Q3 2024.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.