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

Phillips Financial Management’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	$189K	Hold	3,195	–	–	0.01%	197
2025 Q4	$185K	Hold	3,195	–	–	0.01%	208
2025 Q3	$183K	Hold	3,195	–	–	0.01%	217
2025 Q2	$174K	Hold	3,195	–	–	0.01%	187
2025 Q1	$164K	Hold	3,195	–	–	0.01%	183
2024 Q4	$175K	Hold	3,195	–	–	0.01%	177
2024 Q3	$175K	Sell	3,195 -8	-0.2%	-$423	0.01%	185
2024 Q2	$164K	Buy	3,203 +8	+0.3%	+$413	0.01%	187
2024 Q1	$170K	Hold	3,195	–	–	0.01%	183
2023 Q4	$156K	Buy	+3,195	New	+$142K	0.01%	169

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

Phillips Financial Management's SPMD Position: Q1 2026 in Review

Phillips Financial Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 3,195 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #197.

Phillips Financial Management first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Phillips Financial Management held 3,195 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $189K as of Q1 2026.
Phillips Financial Management 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 0.01% of Phillips Financial Management's portfolio in Q1 2026, its #197 holding.
Phillips Financial Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 10 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 Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.