SFC
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SYM Financial Corp’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

SYM Financial Corp’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 		$118K Buy
+2,000
New +$122K 0.01% 338
2025
Q4 		– Sell
-2,000
Closed -$114K – 452
2025
Q3 		$114K Buy
+2,000
New +$113K 0.01% 338

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VA
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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

SYM Financial Corp's SPMD Position: Q1 2026 in Review

SYM Financial Corp opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 2,000 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in SPMD as recently as Q3 2025.

SYM Financial Corp first reported a position in SPMD in Q3 2025 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • SYM Financial Corp held 2,000 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $118K as of Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new SYM Financial Corp position in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #338 holding.
  • SYM Financial Corp first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 2 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 SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.