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

Professional Financial 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	-3,516	Closed	-$204K	–	146
2025 Q4	$204K	Buy	+3,516	New	+$202K	0.04%	130
2022 Q4	–	Sell	-2,072	Closed	-$80K	–	394
2022 Q3	$80K	Buy	2,072 +94	+5%	+$3.99K	0.05%	115
2022 Q2	$78K	Buy	1,978 +1,026	+108%	+$44.5K	0.04%	118
2022 Q1	$45K	Buy	952 +4	+0.4%	+$187	0.02%	151
2021 Q4	$47K	Sell	948 -61	-6%	-$2.98K	0.02%	173
2021 Q3	$47K	Buy	1,009 +69	+7%	+$3.26K	0.03%	142
2021 Q2	$44K	Buy	940 +3	+0.3%	+$142	0.02%	150
2021 Q1	$43K	Buy	937 +638	+213%	+$28K	0.03%	136
2020 Q4	$12K	Buy	299 +1	+0.3%	+$37	0.01%	232
2020 Q3	$10K	Buy	+298	New	+$9.79K	0.01%	225

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Professional Financial Advisors's SPMD Position: Q1 2026 in Review

Professional Financial Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 3,516 shares — an estimated $204K sold.

Professional Financial Advisors first reported a position in SPMD in Q3 2020 and held it in 10 quarters. The position peaked at $204K in Q4 2025. 812 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Professional Financial 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.
Professional Financial Advisors sold 3,516 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $204K.
Professional Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and held it in 10 quarters.
Professional Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $204K in Q4 2025.
812 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Professional Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.