Smith, Moore & Co’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Smith, Moore & Co’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	$807K	Buy	13,629 +385	+3%	+$23.4K	0.06%	246
2025 Q4	$767K	Hold	13,244	–	–	0.06%	242
2025 Q3	$757K	Hold	13,244	–	–	0.06%	250
2025 Q2	$720K	Buy	13,244 +278	+2%	+$14.3K	0.06%	256
2025 Q1	$664K	Hold	12,966	–	–	0.06%	253
2024 Q4	$709K	Hold	12,966	–	–	0.06%	240
2024 Q3	$709K	Hold	12,966	–	–	0.07%	236
2024 Q2	$665K	Hold	12,966	–	–	0.07%	226
2024 Q1	$692K	Sell	12,966 -33	-0.3%	-$1.64K	0.07%	224
2023 Q4	$633K	Buy	12,999 +468	+4%	+$20.8K	0.07%	224
2023 Q3	$549K	Sell	12,531 -354	-3%	-$16.3K	0.07%	219
2023 Q2	$591K	Buy	12,885 +35	+0.3%	+$1.53K	0.08%	221
2023 Q1	$565K	Buy	12,850 +352	+3%	+$15.8K	0.08%	220
2022 Q4	$531K	Sell	12,498 -360	-3%	-$15.3K	0.07%	224
2022 Q3	$496K	Hold	12,858	–	–	0.08%	221
2022 Q2	$510K	Sell	12,858 -3,360	-21%	-$146K	0.08%	224
2022 Q1	$765K	Buy	16,218 +1,125	+7%	+$52.6K	0.1%	195
2021 Q4	$751K	Buy	15,093 +111	+0.7%	+$5.42K	0.1%	198
2021 Q3	$692K	Hold	14,982	–	–	0.11%	192
2021 Q2	$707K	Hold	14,982	–	–	0.11%	193
2021 Q1	$686K	Buy	14,982 +3,861	+35%	+$169K	0.11%	187
2020 Q4	$449K	Sell	11,121 -3,765	-25%	-$140K	0.08%	213
2020 Q3	$486K	Hold	14,886	–	–	0.1%	193
2020 Q2	$465K	Hold	14,886	–	–	0.1%	183
2020 Q1	$377K	Hold	14,886	–	–	0.1%	186
2019 Q4	$539K	Hold	14,886	–	–	0.11%	163
2019 Q3	$504K	Hold	14,886	–	–	0.11%	164
2019 Q2	$507K	Sell	14,886 -225	-1%	-$7.58K	0.11%	171
2019 Q1	$504K	Buy	15,111 +1,062	+8%	+$34.7K	0.12%	166
2018 Q4	$413K	Sell	14,049 -1,062	-7%	-$34.6K	0.11%	183
2018 Q3	$546K	Hold	15,111	–	–	0.12%	153
2018 Q2	$527K	Hold	15,111	–	–	0.13%	151
2018 Q1	$501K	Hold	15,111	–	–	0.13%	153
2017 Q4	$504K	Sell	15,111 -606	-4%	-$19.9K	0.14%	150
2017 Q3	$502K	Buy	15,717 +843	+6%	+$26K	0.14%	136
2017 Q2	$461K	Hold	14,874	–	–	0.15%	125
2017 Q1	$452K	Hold	14,874	–	–	0.16%	121
2016 Q4	$440K	Hold	14,874	–	–	0.17%	123
2016 Q3	$408K	Sell	14,874 -2,919	-16%	-$79.6K	0.16%	122
2016 Q2	$461K	Sell	17,793 -51	-0.3%	-$1.31K	0.19%	109
2016 Q1	$451K	Hold	17,844	–	–	0.19%	101
2015 Q4	$457K	Sell	17,844 -1,134	-6%	-$30.5K	0.23%	85
2015 Q3	$486K	Hold	18,978	–	–	0.27%	66
2015 Q2	$552K	Hold	18,978	–	–	0.28%	63
2015 Q1	$553K	Sell	18,978 -1,158	-6%	-$32.8K	0.29%	66
2014 Q4	$566K	Hold	20,136	–	–	0.3%	65
2014 Q3	$554K	Hold	20,136	–	–	0.31%	59
2014 Q2	$583K	Buy	20,136 +147	+0.7%	+$4.08K	0.35%	45
2014 Q1	$560K	Hold	19,989	–	–	0.34%	55
2013 Q4	$550K	Buy	+19,989	New	+$571K	0.34%	59

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

Smith, Moore & Co's SPMD Position: Q1 2026 in Review

Smith, Moore & Co increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.9% in Q1 2026, buying an estimated $23.4K and bringing the position to 13,629 shares worth $807K. The position accounts for 0.06% of the portfolio, ranked #246.

Smith, Moore & Co first reported a position in SPMD in Q4 2013 and has held it in 50 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Smith, Moore & Co held 13,629 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $807K as of Q1 2026.
Smith, Moore & Co bought 385 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $23.4K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Smith, Moore & Co's portfolio in Q1 2026, its #246 holding.
Smith, Moore & Co first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2013 and has held it in 50 quarters since.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.