Summit Investment Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Summit Investment Advisory 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	$1.67M	Sell	28,120 -66	-0.2%	-$4.02K	0.62%	22
2025 Q4	$1.63M	Buy	28,186 +297	+1%	+$17.1K	0.62%	21
2025 Q3	$1.59M	Buy	27,889 +1,371	+5%	+$77.2K	0.64%	21
2025 Q2	$1.44M	Buy	26,518 +1,754	+7%	+$90.3K	0.63%	21
2025 Q1	$1.27M	Sell	24,764 -7,705	-24%	-$420K	0.62%	22
2024 Q4	$1.78M	Buy	32,469 +2,558	+9%	+$144K	0.92%	18
2024 Q3	$1.64M	Buy	+29,911	New	+$1.58M	0.87%	20
2024 Q2	–	Sell	-24,351	Closed	-$1.3M	–	86
2024 Q1	$1.3M	Buy	24,351 +870	+4%	+$43.3K	0.77%	22
2023 Q4	$1.14M	Buy	23,481 +5,422	+30%	+$242K	0.72%	22
2023 Q3	$791K	Buy	18,059 +335	+2%	+$15.4K	0.59%	23
2023 Q2	$813K	Buy	17,724 +267	+2%	+$11.7K	0.54%	24
2023 Q1	$767K	Buy	17,457 +2,114	+14%	+$94.6K	0.55%	22
2022 Q4	$652K	Buy	+15,343	New	+$651K	0.79%	18

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

Summit Investment Advisory Services's SPMD Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.23% in Q1 2026, selling an estimated $4.02K and leaving 28,120 shares worth $1.67M. The position accounts for 0.62% of the portfolio, ranked #22.

Summit Investment Advisory Services first reported a position in SPMD in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.78M in Q4 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Summit Investment Advisory Services held 28,120 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.67M as of Q1 2026.
Summit Investment Advisory Services sold 66 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $4.02K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.62% of Summit Investment Advisory Services's portfolio in Q1 2026, its #22 holding.
Summit Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 13 quarters since.
Summit Investment Advisory Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.78M in Q4 2024.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.