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SPMD icon

Roundview Capital’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Roundview Capital’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 		$1.54M Buy
26,003
+235
+0.9% +$14.3K 0.1% 177
2025
Q4 		$1.49M Buy
25,768
+3,335
+15% +$192K 0.09% 182
2025
Q3 		$1.28M Buy
22,433
+95
+0.4% +$5.35K 0.08% 199
2025
Q2 		$1.21M Sell
22,338
-1,367
-6% -$70.4K 0.08% 194
2025
Q1 		$1.21M Sell
23,705
-2,168
-8% -$118K 0.09% 185
2024
Q4 		$1.41M Buy
25,873
+987
+4% +$55.5K 0.1% 180
2024
Q3 		$1.36M Buy
24,886
+5,122
+26% +$271K 0.1% 184
2024
Q2 		$1.01M Sell
19,764
-1,057
-5% -$54.5K 0.08% 200
2024
Q1 		$1.11M Sell
20,821
-4,137
-17% -$206K 0.09% 199
2023
Q4 		$1.22M Sell
24,958
-3,099
-11% -$138K 0.11% 170
2023
Q3 		$1.23M Sell
28,057
-1,418
-5% -$65.2K 0.12% 163
2023
Q2 		$1.35M Buy
29,475
+1,198
+4% +$52.3K 0.13% 155
2023
Q1 		$1.24M Buy
28,277
+441
+2% +$19.7K 0.13% 165
2022
Q4 		$1.18M Buy
27,836
+399
+1% +$16.9K 0.14% 164
2022
Q3 		$1.06M Buy
27,437
+796
+3% +$33.8K 0.13% 153
2022
Q2 		$1.06M Buy
26,641
+1,484
+6% +$64.4K 0.13% 158
2022
Q1 		$1.19M Sell
25,157
-688
-3% -$32.2K 0.12% 162
2021
Q4 		$1.29M Buy
25,845
+2,328
+10% +$114K 0.13% 170
2021
Q3 		$1.09M Sell
23,517
-170
-0.7% -$8.03K 0.12% 171
2021
Q2 		$1.12M Buy
23,687
+4,530
+24% +$215K 0.12% 171
2021
Q1 		$877K Buy
19,157
+179
+0.9% +$7.86K 0.11% 180
2020
Q4 		$767K Buy
18,978
+5,037
+36% +$187K 0.1% 181
2020
Q3 		$455K Buy
13,941
+2,095
+18% +$68.8K 0.07% 196
2020
Q2 		$370K Sell
11,846
-2,077
-15% -$60.7K 0.06% 196
2020
Q1 		$353K Sell
13,923
-5,267
-27% -$172K 0.07% 187
2019
Q4 		$695K Buy
19,190
+1,049
+6% +$36.6K 0.13% 162
2019
Q3 		$615K Buy
18,141
+1,948
+12% +$65.7K 0.13% 164
2019
Q2 		$552K Buy
16,193
+5,451
+51% +$184K 0.12% 167
2019
Q1 		$358K Buy
+10,742
New +$351K 0.09% 182

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

Roundview Capital's SPMD Position: Q1 2026 in Review

Roundview Capital increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.91% in Q1 2026, buying an estimated $14.3K and bringing the position to 26,003 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #177.

Roundview Capital first reported a position in SPMD in Q1 2019 and has held it in 29 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Roundview Capital held 26,003 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.54M as of Q1 2026.
  • Roundview Capital bought 235 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $14.3K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.1% of Roundview Capital's portfolio in Q1 2026, its #177 holding.
  • Roundview Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.