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

Stevens Capital Partners’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 		$3.03M Buy
51,189
+10,775
+27% +$656K 0.73% 33
2025
Q4 		$2.34M Buy
40,414
+2,592
+7% +$149K 0.61% 34
2025
Q3 		$2.16M Buy
37,822
+5,231
+16% +$295K 0.65% 32
2025
Q2 		$1.79M Sell
32,591
-452
-1% -$23.3K 0.64% 31
2025
Q1 		$1.69M Buy
33,043
+3,692
+13% +$201K 0.79% 23
2024
Q4 		$1.61M Buy
29,351
+2,571
+10% +$145K 0.73% 23
2024
Q3 		$1.46M Buy
26,780
+1,963
+8% +$104K 0.7% 25
2024
Q2 		$1.27M Buy
24,817
+4,281
+21% +$221K 0.66% 26
2024
Q1 		$1.1M Buy
20,536
+5,413
+36% +$269K 0.65% 30
2023
Q4 		$737K Buy
15,123
+981
+7% +$43.7K 0.51% 30
2023
Q3 		$619K Buy
14,142
+2,232
+19% +$103K 0.5% 29
2023
Q2 		$547K Sell
11,910
-965
-7% -$42.2K 0.42% 32
2023
Q1 		$566K Buy
12,875
+81
+0.6% +$3.63K 0.47% 31
2022
Q4 		$544K Buy
+12,794
New +$543K 0.48% 35

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 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

Stevens Capital Partners's SPMD Position: Q1 2026 in Review

Stevens Capital Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 27% in Q1 2026, buying an estimated $656K and bringing the position to 51,189 shares worth $3.03M. The position accounts for 0.73% of the portfolio, ranked #33.

Stevens Capital Partners first reported a position in SPMD in Q4 2022 and has held it in 14 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Stevens Capital Partners held 51,189 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.03M as of Q1 2026.
  • Stevens Capital Partners bought 10,775 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $656K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.73% of Stevens Capital Partners's portfolio in Q1 2026, its #33 holding.
  • Stevens Capital Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 14 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 Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.