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

SOL Capital 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 		– Sell
-68,375
Closed -$3.96M – 266
2025
Q4 		$3.96M Sell
68,375
-1,205
-2% -$69.2K 0.36% 79
2025
Q3 		$3.98M Buy
69,580
+6,870
+11% +$387K 0.36% 76
2025
Q2 		$3.41M Sell
62,710
-1,545
-2% -$79.6K 0.33% 83
2025
Q1 		$3.29M Buy
64,255
+6,675
+12% +$364K 0.36% 81
2024
Q4 		$3.15M Buy
57,580
+7,035
+14% +$396K 0.35% 80
2024
Q3 		$2.76M Buy
50,545
+7,890
+18% +$417K 0.31% 94
2024
Q2 		$2.19M Buy
42,655
+1,925
+5% +$99.3K 0.26% 106
2024
Q1 		$2.17M Sell
40,730
-2,755
-6% -$137K 0.27% 105
2023
Q4 		$2.12M Buy
43,485
+31,680
+268% +$1.41M 0.29% 101
2023
Q3 		$517K Buy
+11,805
New +$543K 0.08% 207

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

SOL Capital Management's SPMD Position: Q1 2026 in Review

SOL Capital Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 68,375 shares — an estimated $3.96M sold.

SOL Capital Management first reported a position in SPMD in Q3 2023 and held it in 10 quarters. The position peaked at $3.98M in Q3 2025. 811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • SOL Capital Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 68,375 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $3.96M.
  • SOL Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and held it in 10 quarters.
  • SOL Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.98M in Q3 2025.
  • 811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.