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

Tilia Fiduciary 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	$3.33M	Buy	56,297 +6,652	+13%	+$405K	1.83%	14
2025 Q4	$2.87M	Buy	49,645 +9,125	+23%	+$524K	1.59%	14
2025 Q3	$2.32M	Buy	40,520 +14,032	+53%	+$791K	1.34%	29
2025 Q2	$1.44M	Buy	26,488 +1,599	+6%	+$82.4K	0.88%	44
2025 Q1	$1.27M	Buy	24,889 +1,996	+9%	+$109K	0.85%	47
2024 Q4	$1.25M	Buy	22,893 +2,917	+15%	+$164K	0.85%	45
2024 Q3	$1.09M	Sell	19,976 -383	-2%	-$20.3K	0.76%	46
2024 Q2	$1.04M	Buy	20,359 +3,369	+20%	+$174K	0.82%	45
2024 Q1	$906K	Buy	16,990 +4,175	+33%	+$208K	0.73%	49
2023 Q4	$624K	Buy	12,815 +2,637	+26%	+$117K	0.58%	60
2023 Q3	$446K	Buy	10,178 +1,973	+24%	+$90.7K	0.46%	64
2023 Q2	$377K	Buy	8,205 +2,157	+36%	+$94.2K	0.34%	70
2023 Q1	$266K	Buy	6,048 +316	+6%	+$14.1K	0.25%	91
2022 Q4	$244K	Buy	5,732 +80	+1%	+$3.4K	0.23%	90
2022 Q3	$224K	Buy	5,652 +106	+2%	+$4.5K	0.23%	89
2022 Q2	$222K	Buy	5,546 +310	+6%	+$13.4K	0.21%	91
2022 Q1	$247K	Buy	5,236 +1	+0%	+$47	0.21%	92
2021 Q4	$260K	Buy	+5,235	New	+$256K	0.21%	92

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

Tilia Fiduciary Partners's SPMD Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 13% in Q1 2026, buying an estimated $405K and bringing the position to 56,297 shares worth $3.33M. The position accounts for 1.83% of the portfolio, ranked #14.

Tilia Fiduciary Partners first reported a position in SPMD in Q4 2021 and has held it in 18 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Tilia Fiduciary Partners held 56,297 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.33M as of Q1 2026.
Tilia Fiduciary Partners bought 6,652 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $405K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.83% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #14 holding.
Tilia Fiduciary Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 18 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 Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.