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Tandem Investment Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Tandem Investment Partners’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 		$2.97M Buy
50,210
+1,115
+2% +$67.9K 2.52% 14
2025
Q4 		$2.84M Sell
49,095
-330
-0.7% -$19K 2.4% 16
2025
Q3 		$2.83M Buy
49,425
+110
+0.2% +$6.2K 2.32% 17
2025
Q2 		$2.68M Buy
49,315
+3,115
+7% +$160K 2.34% 16
2025
Q1 		$2.36M Buy
+46,200
New +$2.52M 2.34% 15

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

Tandem Investment Partners's SPMD Position: Q1 2026 in Review

Tandem Investment Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.3% in Q1 2026, buying an estimated $67.9K and bringing the position to 50,210 shares worth $2.97M. The position accounts for 2.52% of the portfolio, ranked #14.

Tandem Investment Partners first reported a position in SPMD in Q1 2025 and has held it in 5 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Tandem Investment Partners held 50,210 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.97M as of Q1 2026.
  • Tandem Investment Partners bought 1,115 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $67.9K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.52% of Tandem Investment Partners's portfolio in Q1 2026, its #14 holding.
  • Tandem Investment Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 5 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 Tandem Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.