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

Pinnacle Family 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	–	Sell	-22,855	Closed	-$1.32M	–	150
2025 Q4	$1.32M	Buy	+22,855	New	+$1.31M	0.58%	34
2025 Q3	–	Sell	-51,801	Closed	-$2.82M	–	131
2025 Q2	$2.82M	Buy	+51,801	New	+$2.67M	1.37%	17
2024 Q4	–	Sell	-34,410	Closed	-$1.88M	–	126
2024 Q3	$1.88M	Buy	+34,410	New	+$1.82M	0.97%	26
2024 Q2	–	Sell	-4,682	Closed	-$250K	–	123
2024 Q1	$250K	Buy	+4,682	New	+$233K	0.13%	86
2022 Q2	–	Sell	-5,371	Closed	-$253K	–	116
2022 Q1	$253K	Buy	5,371 +171	+3%	+$8K	0.13%	100
2021 Q4	$259K	Buy	+5,200	New	+$254K	0.12%	88

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

Pinnacle Family Advisors's SPMD Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 22,855 shares — an estimated $1.32M sold.

Pinnacle Family Advisors first reported a position in SPMD in Q4 2021 and held it in 6 quarters. The position peaked at $2.82M in Q2 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Pinnacle Family Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 22,855 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $1.32M.
Pinnacle Family Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 6 quarters.
Pinnacle Family Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.82M in Q2 2025.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

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