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

Sollinda 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	$532K	Buy	8,987 +32	+0.4%	+$1.95K	0.13%	47
2025 Q4	$519K	Sell	8,955 -5,870	-40%	-$337K	0.13%	48
2025 Q3	$848K	Sell	14,825 -7,882	-35%	-$444K	0.23%	33
2025 Q2	$1.23M	Sell	22,707 -245,475	-92%	-$12.6M	0.32%	30
2025 Q1	$13.7M	Sell	268,182 -14,278	-5%	-$778K	3.82%	8
2024 Q4	$15.4M	Sell	282,460 -8,278	-3%	-$466K	4.25%	9
2024 Q3	$15.9M	Sell	290,738 -3,471	-1%	-$184K	4.49%	9
2024 Q2	$15.1M	Sell	294,209 -10,639	-3%	-$549K	4.6%	10
2024 Q1	$16.3M	Buy	304,848 +72,674	+31%	+$3.61M	5.08%	6
2023 Q4	$11.3M	Buy	+232,174	New	+$10.3M	3.19%	10

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

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

Sollinda Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.36% in Q1 2026, buying an estimated $1.95K and bringing the position to 8,987 shares worth $532K. The position accounts for 0.13% of the portfolio, ranked #47.

Sollinda Capital Management first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.3M in Q1 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Sollinda Capital Management held 8,987 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $532K as of Q1 2026.
Sollinda Capital Management bought 32 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $1.95K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.13% of Sollinda Capital Management's portfolio in Q1 2026, its #47 holding.
Sollinda Capital Management 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.
Sollinda Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $16.3M in Q1 2024.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Sollinda Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.