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

Precision Wealth Strategies’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
-4,047
Closed -$234K – 180
2025
Q4 		$234K Sell
4,047
-4,253
-51% -$244K 0.08% 149
2025
Q3 		$475K Sell
8,300
-1,407
-14% -$79.3K 0.15% 134
2025
Q2 		$528K Buy
+9,707
New +$500K 0.17% 108

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Precision Wealth Strategies's SPMD Position: Q1 2026 in Review

Precision Wealth Strategies sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 4,047 shares — an estimated $234K sold.

Precision Wealth Strategies first reported a position in SPMD in Q2 2025 and held it in 3 quarters. The position peaked at $528K in Q2 2025. 811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Precision Wealth Strategies reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Precision Wealth Strategies sold 4,047 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $234K.
  • Precision Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and held it in 3 quarters.
  • Precision Wealth Strategies's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $528K in Q2 2025.
  • 811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.