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Towercrest Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Towercrest Capital Management’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 		$2.6M Buy
43,958
+242
+0.6% +$14.7K 0.41% 36
2025
Q4 		$2.53M Sell
43,716
-845
-2% -$48.5K 0.4% 37
2025
Q3 		$2.55M Sell
44,561
-650
-1% -$36.6K 0.41% 39
2025
Q2 		$2.46M Buy
45,211
+2,340
+5% +$121K 0.44% 38
2025
Q1 		$2.19M Sell
42,871
-802
-2% -$43.7K 0.42% 38
2024
Q4 		$2.39M Sell
43,673
-1,441
-3% -$81.1K 0.39% 40
2024
Q3 		$2.47M Sell
45,114
-2,111
-4% -$112K 0.4% 40
2024
Q2 		$2.42M Sell
47,225
-841
-2% -$43.4K 0.4% 39
2024
Q1 		$2.56M Sell
48,066
-1,922
-4% -$95.6K 0.43% 38
2023
Q4 		$2.44M Buy
49,988
+2,504
+5% +$112K 0.44% 39
2023
Q3 		$2.08M Sell
47,484
-2,576
-5% -$118K 0.4% 41
2023
Q2 		$2.3M Buy
50,060
+787
+2% +$34.4K 0.43% 39
2023
Q1 		$2.17M Sell
49,273
-1,585
-3% -$70.9K 0.45% 39
2022
Q4 		$2.16M Sell
50,858
-2,649
-5% -$112K 0.48% 39
2022
Q3 		$2.06M Buy
53,507
+2,672
+5% +$113K 0.48% 39
2022
Q2 		$2.02M Sell
50,835
-144
-0.3% -$6.25K 0.45% 39
2022
Q1 		$2.4M Sell
50,979
-2,436
-5% -$114K 0.47% 36
2021
Q4 		$2.66M Sell
53,415
-1,318
-2% -$64.4K 0.49% 36
2021
Q3 		$2.53M Buy
54,733
+1,190
+2% +$56.2K 0.48% 37
2021
Q2 		$2.53M Sell
53,543
-4,964
-8% -$236K 0.49% 36
2021
Q1 		$2.68M Sell
58,507
-7,253
-11% -$318K 0.57% 33
2020
Q4 		$2.66M Buy
65,760
+450
+0.7% +$16.7K 0.6% 33
2020
Q3 		$2.13M Sell
65,310
-8,250
-11% -$271K 0.52% 34
2020
Q2 		$2.3M Buy
73,560
+15,419
+27% +$450K 0.6% 33
2020
Q1 		$1.47M Buy
58,141
+5,425
+10% +$177K 0.44% 36
2019
Q4 		$1.91M Buy
52,716
+286
+0.5% +$9.97K 0.49% 36
2019
Q3 		$1.78M Buy
52,430
+4,440
+9% +$150K 0.49% 36
2019
Q2 		$1.64M Sell
47,990
-1,092
-2% -$36.8K 0.46% 37
2019
Q1 		$1.64M Buy
49,082
+3,356
+7% +$110K 0.47% 36
2018
Q4 		$1.34M Sell
45,726
-579
-1% -$18.9K 0.43% 39
2018
Q3 		$1.67M Sell
46,305
-204
-0.4% -$7.38K 0.49% 40
2018
Q2 		$1.62M Buy
+46,509
New +$1.6M 0.51% 43

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 $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

Towercrest Capital Management's SPMD Position: Q1 2026 in Review

Towercrest Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.55% in Q1 2026, buying an estimated $14.7K and bringing the position to 43,958 shares worth $2.6M. The position accounts for 0.41% of the portfolio, ranked #36.

Towercrest Capital Management first reported a position in SPMD in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.68M in Q1 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Towercrest Capital Management held 43,958 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.6M as of Q1 2026.
  • Towercrest Capital Management bought 242 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $14.7K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.41% of Towercrest Capital Management's portfolio in Q1 2026, its #36 holding.
  • Towercrest Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 32 quarters since.
  • Towercrest Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.68M in Q1 2021.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.