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

Richardson Financial Services’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	$1.04M	Sell	17,645 -1,324	-7%	-$80.6K	0.65%	29
2025 Q4	$1.1M	Sell	18,969 -118	-0.6%	-$6.78K	0.36%	28
2025 Q3	$1.09M	Sell	19,087 -495	-3%	-$27.9K	0.68%	32
2025 Q2	$1.08M	Sell	19,582 -256	-1%	-$13.2K	0.72%	29
2025 Q1	$1.02M	Buy	19,838 +1,739	+10%	+$94.8K	0.77%	27
2024 Q4	$988K	Sell	18,099 -1,575	-8%	-$88.6K	0.69%	32
2024 Q3	$1.01M	Buy	19,674 +422	+2%	+$22.3K	0.64%	38
2024 Q2	$988K	Buy	19,252 +114	+0.6%	+$5.88K	0.71%	34
2024 Q1	$1.02M	Sell	19,138 -1,860	-9%	-$92.5K	0.72%	34
2023 Q4	$1.02M	Buy	+20,998	New	+$935K	0.9%	25

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Richardson Financial Services's SPMD Position: Q1 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7% in Q1 2026, selling an estimated $80.6K and leaving 17,645 shares worth $1.04M. The position accounts for 0.65% of the portfolio, ranked #29.

Richardson Financial Services first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.1M in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Richardson Financial Services held 17,645 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.04M as of Q1 2026.
Richardson Financial Services sold 1,324 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $80.6K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.65% of Richardson Financial Services's portfolio in Q1 2026, its #29 holding.
Richardson Financial Services 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.
Richardson Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.1M 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 Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.