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Principal Securities’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Principal Securities’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 		$1.18M Buy
19,853
+9,058
+84% +$551K 0.02% 673
2025
Q4 		$625K Buy
10,795
+6,756
+167% +$388K 0.01% 853
2025
Q3 		$231K Buy
4,039
+157
+4% +$8.85K ﹤0.01% 1226
2025
Q2 		$211K Sell
3,882
-58
-1% -$2.99K ﹤0.01% 1213
2025
Q1 		$215K Hold
3,940
– – ﹤0.01% 1100
2024
Q4 		$215K Sell
3,940
-462
-10% -$26K ﹤0.01% 1100
2024
Q3 		$241K Buy
4,402
+754
+21% +$39.9K 0.01% 1026
2024
Q2 		$187K Buy
3,648
+3,325
+1,029% +$172K 0.01% 1064
2024
Q1 		$17.2K Hold
323
– – ﹤0.01% 2082
2023
Q4 		$15.7K Buy
+323
New +$14.4K ﹤0.01% 2056

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

Principal Securities's SPMD Position: Q1 2026 in Review

Principal Securities increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 84% in Q1 2026, buying an estimated $551K and bringing the position to 19,853 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #673.

Principal Securities 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.

  • Principal Securities held 19,853 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.18M as of Q1 2026.
  • Principal Securities bought 9,058 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $551K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Principal Securities's portfolio in Q1 2026, its #673 holding.
  • Principal Securities 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 Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.