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Strategic Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Strategic Investment Advisors’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 		$179K Buy
+3,020
New +$184K 0.01% 321
2025
Q1 		– Sell
-3,973
Closed -$217K – 252
2024
Q4 		$217K Sell
3,973
-246
-6% -$13.8K 0.02% 228
2024
Q3 		$231K Buy
4,219
+144
+4% +$7.61K 0.03% 228
2024
Q2 		$209K Buy
4,075
+69
+2% +$3.56K 0.03% 231
2024
Q1 		$214K Sell
4,006
-1,459
-27% -$72.6K 0.03% 237
2023
Q4 		$266K Sell
5,465
-582
-10% -$25.9K 0.04% 211
2023
Q3 		$265K Sell
6,047
-396
-6% -$18.2K 0.04% 212
2023
Q2 		$296K Sell
6,443
-438
-6% -$19.1K 0.04% 169
2023
Q1 		$302K Sell
6,881
-155
-2% -$6.94K 0.05% 200
2022
Q4 		$299K Buy
+7,036
New +$299K 0.06% 188
2022
Q3 		– Sell
-8,005
Closed -$318K – 205
2022
Q2 		$318K Sell
8,005
-73
-0.9% -$3.17K 0.06% 175
2022
Q1 		$381K Buy
8,078
+1,577
+24% +$73.7K 0.07% 170
2021
Q4 		$323K Sell
6,501
-610
-9% -$29.8K 0.06% 175
2021
Q3 		$328K Buy
7,111
+1
+0% +$47 0.07% 169
2021
Q2 		$336K Sell
7,110
-657
-8% -$31.2K 0.08% 174
2021
Q1 		$355K Sell
7,767
-548
-7% -$24.1K 0.09% 173
2020
Q4 		$336K Sell
8,315
-1,109
-12% -$41.1K 0.1% 163
2020
Q3 		$307K Sell
9,424
-251
-3% -$8.25K 0.1% 135
2020
Q2 		$302K Buy
+9,675
New +$283K 0.11% 131

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 $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $4.84B 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Strategic Investment Advisors's SPMD Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 3,020 shares worth $179K. The stake represents 0.01% of the portfolio and ranks #321 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in SPMD as recently as Q4 2024.

Strategic Investment Advisors first reported a position in SPMD in Q2 2020 and has held it in 19 quarters since. The position peaked at $381K in Q1 2022. 810 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Strategic Investment Advisors held 3,020 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $179K as of Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Strategic Investment Advisors position in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Strategic Investment Advisors's portfolio in Q1 2026, its #321 holding.
  • Strategic Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 19 quarters since.
  • Strategic Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $381K in Q1 2022.
  • 810 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.