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

Sittner & Nelson’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	$33.5K	Hold	565	–	–	0.01%	331
2025 Q4	$35.6K	Hold	565	–	–	0.01%	290
2025 Q3	$32.3K	Hold	565	–	–	0.01%	281
2025 Q2	$30.7K	Hold	565	–	–	0.01%	285
2025 Q1	$28.9K	Hold	565	–	–	0.01%	277
2024 Q4	$30.9K	Hold	565	–	–	0.01%	255
2024 Q3	$30.9K	Hold	565	–	–	0.01%	259
2024 Q2	$29K	Hold	565	–	–	0.01%	255
2024 Q1	$30.1K	Hold	565	–	–	0.02%	248
2023 Q4	$27.5K	Buy	+565	New	+$25.2K	0.01%	256

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

Sittner & Nelson's SPMD Position: Q1 2026 in Review

Sittner & Nelson held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 565 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #331.

Sittner & Nelson first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.6K in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Sittner & Nelson held 565 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $33.5K as of Q1 2026.
Sittner & Nelson left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Sittner & Nelson's portfolio in Q1 2026, its #331 holding.
Sittner & Nelson first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 10 quarters since.
Sittner & Nelson's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $35.6K in Q4 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 Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.