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Sage Mountain Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sage Mountain Advisors’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 		$729K Sell
12,313
-213
-2% -$13K 0.05% 111
2025
Q4 		$725K Sell
12,526
-804
-6% -$46.2K 0.04% 213
2025
Q3 		$762K Sell
13,330
-786
-6% -$44.3K 0.04% 199
2025
Q2 		$768K Hold
14,116
– – 0.05% 177
2025
Q1 		$722K Hold
14,116
– – 0.05% 166
2024
Q4 		$772K Hold
14,116
– – 0.06% 151
2024
Q3 		$772K Hold
14,116
– – 0.07% 142
2024
Q2 		$724K Buy
14,116
+324
+2% +$16.7K 0.07% 130
2024
Q1 		$736K Buy
13,792
+1,693
+14% +$84.2K 0.08% 118
2023
Q4 		$589K Hold
12,099
– – 0.07% 118
2023
Q3 		$530K Sell
12,099
-310
-2% -$14.3K 0.07% 113
2023
Q2 		$569K Sell
12,409
-232
-2% -$10.1K 0.08% 104
2023
Q1 		$555K Hold
12,641
– – 0.09% 93
2022
Q4 		$537K Sell
12,641
-2,536
-17% -$108K 0.12% 67
2022
Q3 		$585K Hold
15,177
– – 0.16% 56
2022
Q2 		$602K Hold
15,177
– – 0.11% 182
2022
Q1 		$716K Sell
15,177
-2,017
-12% -$94.3K 0.11% 187
2021
Q4 		$855K Hold
17,194
– – 0.1% 184
2021
Q3 		$794K Buy
+17,194
New +$812K 0.11% 173

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

Sage Mountain Advisors's SPMD Position: Q1 2026 in Review

Sage Mountain Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.7% in Q1 2026, selling an estimated $13K and leaving 12,313 shares worth $729K. The position accounts for 0.05% of the portfolio, ranked #111.

Sage Mountain Advisors first reported a position in SPMD in Q3 2021 and has held it in 19 quarters since. The position peaked at $855K in Q4 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Sage Mountain Advisors held 12,313 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $729K as of Q1 2026.
  • Sage Mountain Advisors sold 213 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $13K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Sage Mountain Advisors's portfolio in Q1 2026, its #111 holding.
  • Sage Mountain Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • Sage Mountain Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $855K 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 Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.