Sigma Planning Corp’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sigma Planning Corp’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	$382K	Sell	6,455 -494	-7%	-$30.1K	0.01%	953
2025 Q4	$402K	Buy	6,949 +26	+0.4%	+$1.49K	0.01%	888
2025 Q3	$396K	Sell	6,923 -1,050	-13%	-$59.2K	0.01%	908
2025 Q2	$434K	Sell	7,973 -1	-0%	-$52	0.01%	843
2025 Q1	$408K	Sell	7,974 -85	-1%	-$4.63K	0.01%	811
2024 Q4	$441K	Sell	8,059 -97	-1%	-$5.46K	0.01%	781
2024 Q3	$446K	Buy	8,156 +424	+5%	+$22.4K	0.01%	786
2024 Q2	$397K	Sell	7,732 -518	-6%	-$26.7K	0.01%	818
2024 Q1	$440K	Buy	8,250 +1,732	+27%	+$86.1K	0.01%	810
2023 Q4	$318K	Sell	6,518 -2,199	-25%	-$98K	0.02%	603
2023 Q3	$382K	Sell	8,717 -3,033	-26%	-$139K	0.01%	829
2023 Q2	$539K	Buy	11,750 +6,144	+110%	+$268K	0.02%	706
2023 Q1	$246K	Buy	+5,606	New	+$251K	0.01%	1086

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

Sigma Planning Corp's SPMD Position: Q1 2026 in Review

Sigma Planning Corp reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.1% in Q1 2026, selling an estimated $30.1K and leaving 6,455 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #953.

Sigma Planning Corp first reported a position in SPMD in Q1 2023 and has held it in 13 quarters since. The position peaked at $539K in Q2 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Sigma Planning Corp held 6,455 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $382K as of Q1 2026.
Sigma Planning Corp sold 494 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $30.1K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #953 holding.
Sigma Planning Corp first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 13 quarters since.
Sigma Planning Corp's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $539K in Q2 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 Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.