SWA
SPMD icon

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

Stratos Wealth 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 		$2.91M Buy
49,220
+784
+2% +$47.7K 0.18% 121
2025
Q4 		$2.8M Buy
48,436
+1,598
+3% +$91.8K 0.14% 167
2025
Q3 		$2.68M Buy
46,838
+242
+0.5% +$13.6K 0.13% 170
2025
Q2 		$2.53M Buy
46,596
+2,642
+6% +$136K 0.13% 159
2025
Q1 		$2.25M Buy
43,954
+6,301
+17% +$343K 0.12% 159
2024
Q4 		$2.06M Sell
37,653
-1,136
-3% -$63.9K 0.1% 209
2024
Q3 		$2.12M Buy
38,789
+4,970
+15% +$263K 0.1% 227
2024
Q2 		$1.73M Buy
33,819
+2,700
+9% +$139K 0.09% 228
2024
Q1 		$1.66M Buy
31,119
+91
+0.3% +$4.53K 0.1% 230
2023
Q4 		$1.51M Sell
31,028
-640
-2% -$28.5K 0.09% 256
2023
Q3 		$1.39M Sell
31,668
-361
-1% -$16.6K 0.09% 243
2023
Q2 		$1.47M Buy
32,029
+1,299
+4% +$56.8K 0.1% 236
2023
Q1 		$1.35M Buy
30,730
+1,571
+5% +$70.3K 0.1% 235
2022
Q4 		$1.24M Sell
29,159
-1,492
-5% -$63.3K 0.1% 252
2022
Q3 		$1.18M Sell
30,651
-11,732
-28% -$497K 0.12% 222
2022
Q2 		$1.68M Buy
42,383
+109
+0.3% +$4.73K 0.15% 172
2022
Q1 		$1.99M Buy
42,274
+31,482
+292% +$1.47M 0.16% 161
2021
Q4 		$537K Buy
10,792
+1,651
+18% +$80.7K 0.04% 383
2021
Q3 		$422K Buy
9,141
+1,558
+21% +$73.6K 0.04% 390
2021
Q2 		$358K Buy
+7,583
New +$360K 0.03% 410
2020
Q2 		– Sell
-775
Closed -$20K – 355
2020
Q1 		$20K Buy
+775
New +$25.3K 0.01% 219

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 $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

Stratos Wealth Advisors's SPMD Position: Q1 2026 in Review

Stratos Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.6% in Q1 2026, buying an estimated $47.7K and bringing the position to 49,220 shares worth $2.91M. The position accounts for 0.18% of the portfolio, ranked #121.

Stratos Wealth Advisors first reported a position in SPMD in Q1 2020 and has held it in 21 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Stratos Wealth Advisors held 49,220 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.91M as of Q1 2026.
  • Stratos Wealth Advisors bought 784 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $47.7K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.18% of Stratos Wealth Advisors's portfolio in Q1 2026, its #121 holding.
  • Stratos Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 21 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 Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.