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

Ritholtz 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 		$255K Buy
+4,308
New +$262K ﹤0.01% 1043
2025
Q3 		– Sell
-5,142
Closed -$280K – 1109
2025
Q2 		$280K Buy
5,142
+172
+3% +$8.86K 0.01% 820
2025
Q1 		$254K Sell
4,970
-17
-0.3% -$927 0.01% 791
2024
Q4 		$273K Buy
4,987
+49
+1% +$2.76K 0.01% 736
2024
Q3 		$270K Sell
4,938
-2,624
-35% -$139K 0.01% 728
2024
Q2 		$388K Sell
7,562
-493
-6% -$25.4K 0.01% 594
2024
Q1 		$430K Buy
+8,055
New +$401K 0.01% 550

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

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

Ritholtz Wealth Management opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 4,308 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in SPMD as recently as Q2 2025.

Ritholtz Wealth Management first reported a position in SPMD in Q1 2024 and has held it in 7 quarters since. The position peaked at $430K in Q1 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Ritholtz Wealth Management held 4,308 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $255K as of Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Ritholtz Wealth Management position in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1043 holding.
  • Ritholtz Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 7 quarters since.
  • Ritholtz Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $430K in Q1 2024.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.