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

Rialto Wealth Management’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 		$93.5K Sell
1,578
-2,569
-62% -$156K 0.02% 221
2025
Q4 		$240K Hold
4,147
– – 0.06% 145
2025
Q3 		$237K Buy
4,147
+45
+1% +$2.54K 0.06% 139
2025
Q2 		$223K Buy
+4,102
New +$211K 0.06% 139

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

Rialto Wealth Management's SPMD Position: Q1 2026 in Review

Rialto Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 62% in Q1 2026, selling an estimated $156K and leaving 1,578 shares worth $93.5K. The position accounts for 0.02% of the portfolio, ranked #221.

Rialto Wealth Management first reported a position in SPMD in Q2 2025 and has held it in 4 quarters since. The position peaked at $240K in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Rialto Wealth Management held 1,578 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $93.5K as of Q1 2026.
  • Rialto Wealth Management sold 2,569 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $156K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Rialto Wealth Management's portfolio in Q1 2026, its #221 holding.
  • Rialto Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $240K in Q4 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.