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

Strategic Wealth 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	$153K	Sell	2,580 -31	-1%	-$1.89K	0.01%	333
2025 Q4	$151K	Buy	2,611 +68	+3%	+$3.91K	0.01%	353
2025 Q3	$145K	Buy	2,543 +2,372	+1,387%	+$134K	0.01%	381
2025 Q2	$9.3K	Buy	+171	New	+$8.81K	﹤0.01%	800
2018 Q2	–	Sell	-796	Closed	-$26K	–	825
2018 Q1	$26K	Sell	796 -80	-9%	-$2.69K	0.01%	316
2017 Q4	$29K	Buy	+876	New	+$28.7K	0.02%	272

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 $5.77B AUM 14.56% 1-Year Est. Return

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

Strategic Wealth Partners's SPMD Position: Q1 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.2% in Q1 2026, selling an estimated $1.89K and leaving 2,580 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #333.

Strategic Wealth Partners first reported a position in SPMD in Q4 2017 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Strategic Wealth Partners held 2,580 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $153K as of Q1 2026.
Strategic Wealth Partners sold 31 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $1.89K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #333 holding.
Strategic Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 6 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 Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.