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

Summit Trail 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 		$16.4M Sell
276,328
-14,849
-5% -$904K 0.23% 54
2025
Q4 		$16.9M Sell
291,177
-8,400
-3% -$483K 0.29% 45
2025
Q3 		$17.1M Sell
299,577
-9,888
-3% -$557K 0.24% 48
2025
Q2 		$16.8M Sell
309,465
-25,056
-7% -$1.29M 0.29% 40
2025
Q1 		$17.1M Sell
334,521
-3,982
-1% -$217K 0.56% 20
2024
Q4 		$18.5M Buy
338,503
+71,200
+27% +$4.01M 0.68% 21
2024
Q3 		$14.6M Buy
267,303
+254,685
+2,018% +$13.5M 0.36% 36
2024
Q2 		$647K Buy
12,618
+1,981
+19% +$102K 0.02% 320
2024
Q1 		$567K Hold
10,637
– – 0.02% 314
2023
Q4 		$518K Hold
10,637
– – 0.02% 274
2023
Q3 		$466K Hold
10,637
– – 0.02% 287
2023
Q2 		$488K Buy
+10,637
New +$465K 0.02% 273

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 $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Summit Trail Advisors's SPMD Position: Q1 2026 in Review

Summit Trail Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.1% in Q1 2026, selling an estimated $904K and leaving 276,328 shares worth $16.4M. The position accounts for 0.23% of the portfolio, ranked #54.

Summit Trail Advisors first reported a position in SPMD in Q2 2023 and has held it in 12 quarters since. The position peaked at $18.5M in Q4 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Summit Trail Advisors held 276,328 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $16.4M as of Q1 2026.
  • Summit Trail Advisors sold 14,849 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $904K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.23% of Summit Trail Advisors's portfolio in Q1 2026, its #54 holding.
  • Summit Trail Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • Summit Trail Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $18.5M 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 Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.