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Sunbelt Securities’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sunbelt Securities’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 		$25.2K Hold
425
– – ﹤0.01% 1227
2025
Q4 		$24.6K Hold
425
– – ﹤0.01% 1198
2025
Q3 		$24.3K Hold
425
– – ﹤0.01% 1210
2025
Q2 		$23.2K Hold
425
– – ﹤0.01% 1132
2025
Q1 		$21.8K Hold
425
– – ﹤0.01% 1110
2024
Q4 		$23.2K Hold
425
– – ﹤0.01% 1133
2024
Q3 		$23.2K Sell
425
-70
-14% -$3.7K ﹤0.01% 1136
2024
Q2 		$25.4K Sell
495
-7
-1% -$361 ﹤0.01% 1066
2024
Q1 		$26.8K Buy
502
+7
+1% +$348 ﹤0.01% 1026
2023
Q4 		$24.1K Hold
495
– – ﹤0.01% 981
2023
Q3 		$21.7K Buy
+495
New +$22.8K ﹤0.01% 998

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

Sunbelt Securities's SPMD Position: Q1 2026 in Review

Sunbelt Securities held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 425 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Sunbelt Securities first reported a position in SPMD in Q3 2023 and has held it in 11 quarters since. The position peaked at $26.8K in Q1 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Sunbelt Securities held 425 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $25.2K as of Q1 2026.
  • Sunbelt Securities left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1227 holding.
  • Sunbelt Securities first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • Sunbelt Securities's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $26.8K in Q1 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.