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Retirement Planning Group (Kansas)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Retirement Planning Group (Kansas)’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 		$3.02M Sell
51,053
-193
-0.4% -$11.7K 0.09% 97
2025
Q4 		$2.97M Sell
51,246
-3,455
-6% -$198K 0.1% 93
2025
Q3 		$3.13M Sell
54,701
-825
-1% -$46.5K 0.11% 84
2025
Q2 		$3.02M Sell
55,526
-8,572
-13% -$441K 0.13% 63
2025
Q1 		$3.28M Buy
64,098
+1,820
+3% +$99.2K 0.15% 53
2024
Q4 		$3.41M Sell
62,278
-3,694
-6% -$208K 0.17% 51
2024
Q3 		$3.61M Buy
65,972
+2,081
+3% +$110K 0.2% 57
2024
Q2 		$3.28M Sell
63,891
-280,859
-81% -$14.5M 0.21% 48
2024
Q1 		$18.4M Buy
344,750
+30,524
+10% +$1.52M 1.41% 13
2023
Q4 		$15.3M Buy
314,226
+33,727
+12% +$1.5M 1.37% 15
2023
Q3 		$12.3M Buy
280,499
+9,547
+4% +$439K 1.3% 13
2023
Q2 		$12.4M Buy
270,952
+6,363
+2% +$278K 1.24% 13
2023
Q1 		$11.6M Buy
264,589
+40,854
+18% +$1.83M 1.24% 13
2022
Q4 		$9.51M Sell
223,735
-865
-0.4% -$36.7K 1.09% 13
2022
Q3 		$8.66M Sell
224,600
-2,940
-1% -$125K 1.09% 15
2022
Q2 		$9.03M Sell
227,540
-67,633
-23% -$2.93M 1.11% 13
2022
Q1 		$13.9M Sell
295,173
-647,169
-69% -$30.3M 1.52% 12
2021
Q4 		$46.9M Buy
942,342
+33,611
+4% +$1.64M 4.53% 9
2021
Q3 		$41.9M Buy
908,731
+71,889
+9% +$3.39M 4.77% 8
2021
Q2 		$39.5M Buy
836,842
+58,761
+8% +$2.79M 4.54% 9
2021
Q1 		$35.6M Sell
778,081
-23,625
-3% -$1.04M 4.9% 8
2020
Q4 		$32.4M Sell
801,706
-57,012
-7% -$2.11M 4.69% 8
2020
Q3 		$28M Buy
858,718
+270,492
+46% +$8.89M 4.57% 10
2020
Q2 		$18.4M Buy
588,226
+406,940
+224% +$11.9M 3.38% 14
2020
Q1 		$4.59M Buy
181,286
+24,867
+16% +$813K 1.1% 13
2019
Q4 		$5.67M Sell
156,419
-1,623
-1% -$56.6K 1.13% 15
2019
Q3 		$5.36M Sell
158,042
-113,488
-42% -$3.83M 1.13% 14
2019
Q2 		$9.25M Buy
271,530
+14,116
+5% +$475K 2.1% 11
2019
Q1 		$8.58M Buy
257,414
+30,767
+14% +$1.01M 2.07% 11
2018
Q4 		$6.67M Buy
226,647
+12,067
+6% +$393K 1.78% 13
2018
Q3 		$7.76M Buy
214,580
+17,221
+9% +$623K 2% 10
2018
Q2 		$6.88M Buy
+197,359
New +$6.79M 1.85% 10

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

Retirement Planning Group (Kansas)'s SPMD Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.38% in Q1 2026, selling an estimated $11.7K and leaving 51,053 shares worth $3.02M. The position accounts for 0.09% of the portfolio, ranked #97.

Retirement Planning Group (Kansas) first reported a position in SPMD in Q2 2018 and has held it in 32 quarters since. The position peaked at $46.9M in Q4 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Retirement Planning Group (Kansas) held 51,053 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.02M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 193 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $11.7K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #97 holding.
  • Retirement Planning Group (Kansas) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 32 quarters since.
  • Retirement Planning Group (Kansas)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $46.9M in Q4 2021.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.