SPIA
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Steward Partners Investment Advisory’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Steward Partners Investment Advisory’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 		$722K Buy
12,191
+2,832
+30% +$172K ﹤0.01% 1328
2025
Q4 		$542K Buy
9,359
+936
+11% +$53.8K ﹤0.01% 1380
2025
Q3 		$482K Buy
8,423
+728
+9% +$41K ﹤0.01% 1398
2025
Q2 		$418K Buy
7,695
+6,065
+372% +$312K ﹤0.01% 1389
2025
Q1 		$83.4K Buy
1,630
+12
+0.7% +$654 ﹤0.01% 2118
2024
Q4 		$88.5K Buy
1,618
+64
+4% +$3.6K ﹤0.01% 2044
2024
Q3 		$85K Sell
1,554
-55
-3% -$2.91K ﹤0.01% 1962
2024
Q2 		$82.5K Buy
1,609
+79
+5% +$4.08K ﹤0.01% 1869
2024
Q1 		$81.6K Hold
1,530
– – ﹤0.01% 1866
2023
Q4 		$74.5K Buy
1,530
+31
+2% +$1.38K ﹤0.01% 1811
2023
Q3 		$65.6K Hold
1,499
– – ﹤0.01% 1780
2023
Q2 		$68.8K Hold
1,499
– – ﹤0.01% 1750
2023
Q1 		$65.9K Sell
1,499
-1,977
-57% -$88.5K ﹤0.01% 1752
2022
Q4 		$148K Buy
3,476
+1,977
+132% +$83.9K ﹤0.01% 1382
2022
Q3 		$58K Buy
1,499
+23
+2% +$975 ﹤0.01% 1721
2022
Q2 		$59K Sell
1,476
-28
-2% -$1.22K ﹤0.01% 1725
2022
Q1 		$71K Hold
1,504
– – ﹤0.01% 1751
2021
Q4 		$75K Hold
1,504
– – ﹤0.01% 1718
2021
Q3 		$69K Buy
1,504
+60
+4% +$2.83K ﹤0.01% 1727
2021
Q2 		$68K Hold
1,444
– – ﹤0.01% 2771
2021
Q1 		$66.1K Buy
1,444
+4
+0.3% +$176 ﹤0.01% 1844
2020
Q4 		$58K Sell
1,440
-20
-1% -$742 ﹤0.01% 1601
2020
Q3 		$48K Buy
1,460
+75
+5% +$2.46K ﹤0.01% 1517
2020
Q2 		$43K Buy
1,385
+74
+6% +$2.16K ﹤0.01% 1478
2020
Q1 		$33K Sell
1,311
-1,194
-48% -$39.1K ﹤0.01% 1421
2019
Q4 		$90K Hold
2,505
– – ﹤0.01% 1167
2019
Q3 		$84K Hold
2,505
– – ﹤0.01% 1158
2019
Q2 		$85K Buy
+2,505
New +$84.4K ﹤0.01% 1120
2018
Q4 		– Sell
-28,660
Closed -$1.04M – 1960
2018
Q3 		$1.04M Buy
28,660
+2,246
+9% +$81.2K 0.05% 334
2018
Q2 		$921K Buy
26,414
+23,909
+954% +$822K 0.06% 315
2018
Q1 		$83K Sell
2,505
-120
-5% -$4.04K 0.01% 831
2017
Q4 		$87K Buy
2,625
+2,505
+2,088% +$82.1K 0.01% 670
2017
Q3 		$3K Hold
120
– – ﹤0.01% 1430
2017
Q2 		$3K Hold
120
– – ﹤0.01% 1357
2017
Q1 		$3K Buy
+120
New +$3.62K ﹤0.01% 1255

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 $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Steward Partners Investment Advisory's SPMD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 30% in Q1 2026, buying an estimated $172K and bringing the position to 12,191 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Steward Partners Investment Advisory first reported a position in SPMD in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.04M in Q3 2018. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Steward Partners Investment Advisory held 12,191 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $722K as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,832 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $172K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1328 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2017 and has held it in 35 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.04M in Q3 2018.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.