Stonehage Fleming Financial Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Stonehage Fleming Financial Services’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	-7,275	Closed	-$421K	–	246
2025 Q4	$421K	Hold	7,275	–	–	0.01%	107
2025 Q3	$416K	Hold	7,275	–	–	0.01%	112
2025 Q2	$396K	Hold	7,275	–	–	0.01%	119
2025 Q1	$372K	Buy	+7,275	New	+$397K	0.01%	100

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stonehage Fleming Financial Services's SPMD Position: Q1 2026 in Review

Stonehage Fleming Financial Services sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 7,275 shares — an estimated $421K sold.

Stonehage Fleming Financial Services first reported a position in SPMD in Q1 2025 and held it in 4 quarters. The position peaked at $421K in Q4 2025. 816 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Stonehage Fleming Financial Services reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
Stonehage Fleming Financial Services sold 7,275 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $421K.
Stonehage Fleming Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and held it in 4 quarters.
Stonehage Fleming Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $421K in Q4 2025.
816 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2026, filed 13 May 2026.