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

Simplicity Wealth’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	$3.2M	Buy	53,952 +8,065	+18%	+$491K	0.18%	123
2025 Q4	$2.66M	Buy	45,887 +8,936	+24%	+$513K	0.16%	144
2025 Q3	$2.11M	Sell	36,951 -28,371	-43%	-$1.6M	0.12%	182
2025 Q2	$3.55M	Buy	65,322 +58,478	+854%	+$3.01M	0.15%	143
2025 Q1	$350K	Hold	6,844	–	–	0.03%	401
2024 Q4	$374K	Hold	6,844	–	–	0.08%	201
2024 Q3	$374K	Hold	6,844	–	–	0.03%	352
2024 Q2	$351K	Buy	+6,844	New	+$353K	0.01%	896
2022 Q4	–	Sell	-10,739	Closed	-$414K	–	83
2022 Q3	$414K	Buy	10,739 +253	+2%	+$10.7K	0.56%	48
2022 Q2	$416K	Sell	10,486 -8,426	-45%	-$365K	0.61%	42
2022 Q1	$892K	Sell	18,912 -1,505	-7%	-$70.4K	0.87%	33
2021 Q4	$1.02M	Buy	+20,417	New	+$997K	0.55%	42

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

Simplicity Wealth's SPMD Position: Q1 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 18% in Q1 2026, buying an estimated $491K and bringing the position to 53,952 shares worth $3.2M. The position accounts for 0.18% of the portfolio, ranked #123.

Simplicity Wealth first reported a position in SPMD in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.55M in Q2 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Simplicity Wealth held 53,952 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.2M as of Q1 2026.
Simplicity Wealth bought 8,065 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $491K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.18% of Simplicity Wealth's portfolio in Q1 2026, its #123 holding.
Simplicity Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 12 quarters since.
Simplicity Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.55M in Q2 2025.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.