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

Pure 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 		$4.35M Buy
73,501
+3,871
+6% +$236K 0.06% 121
2025
Q4 		$4.03M Sell
69,630
-2,078
-3% -$119K 0.06% 119
2025
Q3 		$4.1M Sell
71,708
-1,071
-1% -$60.3K 0.07% 115
2025
Q2 		$3.96M Buy
72,779
+2,453
+3% +$126K 0.07% 114
2025
Q1 		$3.6M Buy
70,326
+1,051
+2% +$57.3K 0.08% 96
2024
Q4 		$3.79M Buy
69,275
+1,145
+2% +$64.4K 0.09% 88
2024
Q3 		$3.73M Sell
68,130
-2,243
-3% -$119K 0.09% 86
2024
Q2 		$3.61M Sell
70,373
-1,601
-2% -$82.6K 0.1% 85
2024
Q1 		$3.84M Sell
71,974
-1,757
-2% -$87.4K 0.12% 82
2023
Q4 		$3.59M Sell
73,731
-2,161
-3% -$96.3K 0.12% 82
2023
Q3 		$3.32M Sell
75,892
-1,182
-2% -$54.3K 0.14% 74
2023
Q2 		$3.54M Sell
77,074
-1,291
-2% -$56.4K 0.15% 72
2023
Q1 		$3.44M Sell
78,365
-1,621
-2% -$72.6K 0.16% 71
2022
Q4 		$3.4M Sell
79,986
-4,202
-5% -$178K 0.18% 69
2022
Q3 		$3.25M Sell
84,188
-2,415
-3% -$102K 0.19% 69
2022
Q2 		$3.44M Sell
86,603
-5,266
-6% -$228K 0.21% 63
2022
Q1 		$4.33M Buy
91,869
+1,794
+2% +$83.9K 0.2% 60
2021
Q4 		$4.48M Sell
90,075
-6,035
-6% -$295K 0.22% 55
2021
Q3 		$4.44M Sell
96,110
-4,519
-4% -$213K 0.34% 51
2021
Q2 		$4.75M Sell
100,629
-6,789
-6% -$322K 0.39% 47
2021
Q1 		$4.92M Sell
107,418
-27,044
-20% -$1.19M 0.49% 41
2020
Q4 		$5.43M Sell
134,462
-28,904
-18% -$1.07M 0.65% 37
2020
Q3 		$5.33M Sell
163,366
-9,136
-5% -$300K 0.78% 34
2020
Q2 		$5.39M Sell
172,502
-36,990
-18% -$1.08M 0.84% 31
2020
Q1 		$5.31M Sell
209,492
-46,286
-18% -$1.51M 0.89% 27
2019
Q4 		$9.27M Sell
255,778
-1,625
-0.6% -$56.6K 1.58% 19
2019
Q3 		$8.72M Buy
257,403
+5,232
+2% +$176K 1.58% 19
2019
Q2 		$8.59M Buy
252,171
+17,223
+7% +$580K 1.54% 19
2019
Q1 		$7.83M Buy
234,948
+16,001
+7% +$523K 1.48% 20
2018
Q4 		$6.44M Buy
218,947
+63,676
+41% +$2.07M 1.31% 24
2018
Q3 		$5.61M Buy
+155,271
New +$5.62M 1.23% 24

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

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

Pure Financial Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.6% in Q1 2026, buying an estimated $236K and bringing the position to 73,501 shares worth $4.35M. The position accounts for 0.06% of the portfolio, ranked #121.

Pure Financial Advisors first reported a position in SPMD in Q3 2018 and has held it in 31 quarters since. The position peaked at $9.27M in Q4 2019. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Pure Financial Advisors held 73,501 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.35M as of Q1 2026.
  • Pure Financial Advisors bought 3,871 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $236K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Pure Financial Advisors's portfolio in Q1 2026, its #121 holding.
  • Pure Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 31 quarters since.
  • Pure Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $9.27M in Q4 2019.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.