PWM
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Power Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Power Wealth 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 		$3.05M Buy
51,420
+1,318
+3% +$80.2K 1.13% 16
2025
Q4 		$2.9M Buy
50,102
+955
+2% +$54.9K 1.02% 18
2025
Q3 		$2.81M Buy
49,147
+1,596
+3% +$89.9K 1.02% 20
2025
Q2 		$2.59M Buy
47,551
+2,087
+5% +$107K 0.99% 21
2025
Q1 		$2.33M Buy
45,464
+5,339
+13% +$291K 0.94% 22
2024
Q4 		$2.19M Buy
40,125
+3,440
+9% +$194K 0.92% 27
2024
Q3 		$2.01M Buy
36,685
+6,269
+21% +$331K 0.86% 25
2024
Q2 		$1.56M Buy
30,416
+19,888
+189% +$1.03M 0.75% 27
2024
Q1 		$562K Buy
10,528
+2,757
+35% +$137K 0.35% 58
2023
Q4 		$379K Buy
+7,771
New +$346K 0.26% 66

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

Power Wealth Management's SPMD Position: Q1 2026 in Review

Power Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.6% in Q1 2026, buying an estimated $80.2K and bringing the position to 51,420 shares worth $3.05M. The position accounts for 1.13% of the portfolio, ranked #16.

Power Wealth 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.

  • Power Wealth Management held 51,420 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.05M as of Q1 2026.
  • Power Wealth Management bought 1,318 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $80.2K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.13% of Power Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Power Wealth 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 Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.