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SPMD icon

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

TKG 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 		$1.55M Sell
26,249
-7,195
-22% -$438K 0.64% 42
2025
Q4 		$1.94M Buy
33,444
+50
+0.1% +$2.87K 0.78% 40
2025
Q3 		$1.91M Sell
33,394
-1,732
-5% -$97.6K 0.82% 37
2025
Q2 		$1.91M Buy
35,126
+889
+3% +$45.8K 0.86% 36
2025
Q1 		$1.75M Buy
34,237
+29
+0.1% +$1.58K 0.86% 40
2024
Q4 		$1.96M Buy
34,208
+9,191
+37% +$517K 0.9% 41
2024
Q3 		$1.37M Buy
25,017
+641
+3% +$33.9K 0.68% 41
2024
Q2 		$1.25M Buy
24,376
+2,025
+9% +$104K 0.68% 41
2024
Q1 		$1.19M Buy
22,351
+6,112
+38% +$304K 0.66% 42
2023
Q4 		$791K Buy
16,239
+1,003
+7% +$44.7K 0.47% 49
2023
Q3 		$667K Buy
15,236
+974
+7% +$44.8K 0.44% 50
2023
Q2 		$654K Buy
14,262
+136
+1% +$5.94K 0.43% 47
2023
Q1 		$621K Buy
14,126
+968
+7% +$43.3K 0.39% 53
2022
Q4 		$559K Buy
13,158
+1,278
+11% +$54.3K 0.37% 55
2022
Q3 		$458K Buy
11,880
+3,359
+39% +$142K 0.36% 51
2022
Q2 		$338K Buy
8,521
+20
+0.2% +$868 0.29% 56
2022
Q1 		$401K Buy
8,501
+678
+9% +$31.7K 0.32% 68
2021
Q4 		$389K Buy
+7,823
New +$382K 0.31% 71

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

TKG Advisors's SPMD Position: Q1 2026 in Review

TKG Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 22% in Q1 2026, selling an estimated $438K and leaving 26,249 shares worth $1.55M. The position accounts for 0.64% of the portfolio, ranked #42.

TKG Advisors first reported a position in SPMD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.96M in Q4 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • TKG Advisors held 26,249 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.55M as of Q1 2026.
  • TKG Advisors sold 7,195 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $438K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.64% of TKG Advisors's portfolio in Q1 2026, its #42 holding.
  • TKG Advisors 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.
  • TKG Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.96M 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 TKG Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.