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

Savvy Advisors Inc’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	$563K	Buy	9,509 +5,189	+120%	+$316K	0.02%	622
2025 Q4	$250K	Sell	4,320 -4,109	-49%	-$236K	0.01%	854
2025 Q3	$482K	Buy	8,429 +4,397	+109%	+$248K	0.02%	435
2025 Q2	$219K	Sell	4,032 -449	-10%	-$23.1K	0.01%	574
2025 Q1	$229K	Buy	+4,481	New	+$244K	0.02%	454
2024 Q2	–	Sell	-4,011	Closed	-$214K	–	308
2024 Q1	$214K	Sell	4,011 -7,660	-66%	-$381K	0.12%	206
2023 Q4	$569K	Buy	+11,671	New	+$520K	0.55%	50

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

Savvy Advisors Inc's SPMD Position: Q1 2026 in Review

Savvy Advisors Inc increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 120% in Q1 2026, buying an estimated $316K and bringing the position to 9,509 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #622.

Savvy Advisors Inc first reported a position in SPMD in Q4 2023 and has held it in 7 quarters since. The position peaked at $569K in Q4 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Savvy Advisors Inc held 9,509 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $563K as of Q1 2026.
Savvy Advisors Inc bought 5,189 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $316K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #622 holding.
Savvy Advisors Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 7 quarters since.
Savvy Advisors Inc's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $569K in Q4 2023.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.