Stone House Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Stone House Investment 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	$28.3K	Sell	478 -57	-11%	-$3.47K	0.01%	241
2025 Q4	$31K	Buy	535 +197	+58%	+$11.3K	﹤0.01%	209
2025 Q3	$19.3K	Buy	338 +280	+483%	+$15.8K	﹤0.01%	228
2025 Q2	$3.15K	Sell	58 -1,879	-97%	-$96.8K	﹤0.01%	378
2025 Q1	$99.1K	Buy	+1,937	New	+$106K	0.02%	96
2024 Q3	–	Sell	-159	Closed	-$8.16K	–	417
2024 Q2	$8.16K	Sell	159 -1,967	-93%	-$101K	﹤0.01%	239
2024 Q1	$113K	Buy	+2,126	New	+$106K	0.03%	75
2019 Q2	–	Sell	-1,025	Closed	-$34K	–	173
2019 Q1	$34K	Sell	1,025 -8,640	-89%	-$282K	0.02%	111
2018 Q4	$284K	Sell	9,665 -5,678	-37%	-$185K	0.18%	42
2018 Q3	$555K	Buy	+15,343	New	+$555K	0.32%	35

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 $6.98B AUM 18.78% 1-Year Est. Return

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

Stone House Investment Management's SPMD Position: Q1 2026 in Review

Stone House Investment Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 11% in Q1 2026, selling an estimated $3.47K and leaving 478 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #241.

Stone House Investment Management first reported a position in SPMD in Q3 2018 and has held it in 10 quarters since. The position peaked at $555K in Q3 2018. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Stone House Investment Management held 478 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $28.3K as of Q1 2026.
Stone House Investment Management sold 57 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $3.47K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #241 holding.
Stone House Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 10 quarters since.
Stone House Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $555K 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 Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.