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Signet Financial Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Signet Financial 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 		$3.24M Buy
54,688
+5,181
+10% +$315K 0.36% 91
2025
Q4 		$2.87M Buy
49,507
+14,577
+42% +$837K 0.32% 101
2025
Q3 		$2M Buy
34,930
+5,267
+18% +$297K 0.23% 122
2025
Q2 		$1.61M Buy
29,663
+6,793
+30% +$350K 0.2% 134
2025
Q1 		$1.17M Buy
+22,870
New +$1.25M 0.16% 150
2022
Q1 		– Sell
-3,429
Closed -$171K – 1188
2021
Q4 		$171K Buy
+3,429
New +$168K 0.03% 266
2020
Q2 		– Sell
-7,908
Closed -$223K – 247
2020
Q1 		$223K Buy
7,908
+60
+0.8% +$1.96K 0.05% 214
2019
Q4 		$284K Sell
7,848
-6
-0.1% -$209 0.05% 212
2019
Q3 		$275K Sell
7,854
-491
-6% -$16.5K 0.05% 204
2019
Q2 		$289K Buy
8,345
+2
+0% +$67 0.06% 199
2019
Q1 		$286K Sell
8,343
-2,155
-21% -$70.4K 0.06% 199
2018
Q4 		$309K Buy
10,498
+6,284
+149% +$205K 0.07% 190
2018
Q3 		$152K Buy
4,214
+62
+1% +$2.24K 0.03% 262
2018
Q2 		$145K Buy
4,152
+407
+11% +$14K 0.03% 259
2018
Q1 		$124K Buy
+3,745
New +$126K 0.02% 259

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Signet Financial Management's SPMD Position: Q1 2026 in Review

Signet Financial Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 10% in Q1 2026, buying an estimated $315K and bringing the position to 54,688 shares worth $3.24M. The position accounts for 0.36% of the portfolio, ranked #91.

Signet Financial Management first reported a position in SPMD in Q1 2018 and has held it in 15 quarters since. 811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Signet Financial Management held 54,688 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.24M as of Q1 2026.
  • Signet Financial Management bought 5,181 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $315K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.36% of Signet Financial Management's portfolio in Q1 2026, its #91 holding.
  • Signet Financial Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 15 quarters since.
  • 811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.