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

TPG Financial 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 		$13.1M Buy
220,883
+14,812
+7% +$902K 4.25% 7
2025
Q4 		$11.9M Buy
206,071
+27,392
+15% +$1.57M 3.98% 7
2025
Q3 		$10.2M Buy
178,679
+171
+0.1% +$9.63K 3.81% 7
2025
Q2 		$9.71M Sell
178,508
-10,768
-6% -$555K 3.89% 8
2025
Q1 		$9.69M Buy
189,276
+36,577
+24% +$1.99M 4.28% 7
2024
Q4 		$8.35M Buy
152,699
+7,585
+5% +$427K 3.63% 9
2024
Q3 		$7.93M Buy
145,114
+5,349
+4% +$283K 3.57% 9
2024
Q2 		$7.17M Buy
+139,765
New +$7.21M 3.39% 10
2023
Q4 		$6.48M Buy
134,728
+1,205
+0.9% +$53.7K 3.3% 10
2023
Q3 		$5.85M Sell
133,523
-55,275
-29% -$2.54M 3.02% 10
2023
Q2 		$8.66M Buy
188,798
+7,786
+4% +$340K 4.54% 6
2023
Q1 		$7.95M Buy
181,012
+5,732
+3% +$257K 4.35% 7
2022
Q4 		$7.45M Buy
175,280
+159
+0.1% +$6.75K 4.52% 7
2022
Q3 		$6.75M Buy
175,121
+3,568
+2% +$151K 4.15% 9
2022
Q2 		$6.81M Buy
171,553
+3,177
+2% +$138K 4.56% 11
2022
Q1 		$7.94M Buy
168,376
+4,257
+3% +$199K 4.8% 10
2021
Q4 		$8.16M Buy
164,119
+17,365
+12% +$848K 5% 9
2021
Q3 		$6.77M Buy
146,754
+22,958
+19% +$1.08M 4.47% 8
2021
Q2 		$5.84M Sell
123,796
-24,671
-17% -$1.17M 4.1% 8
2021
Q1 		$6.79M Sell
148,467
-18,246
-11% -$801K 4.74% 7
2020
Q4 		$6.74M Buy
166,713
+28,699
+21% +$1.06M 5% 8
2020
Q3 		$4.5M Sell
138,014
-15,669
-10% -$515K 3.85% 9
2020
Q2 		$4.8M Buy
153,683
+10,838
+8% +$317K 4.31% 9
2020
Q1 		$3.62M Sell
142,845
-17,922
-11% -$586K 3.59% 10
2019
Q4 		$5.83M Buy
160,767
+11,746
+8% +$409K 4.8% 8
2019
Q3 		$5.05M Buy
149,021
+38,828
+35% +$1.31M 4.55% 8
2019
Q2 		$3.78M Sell
110,193
-28,329
-20% -$954K 3.46% 8
2019
Q1 		$4.68M Buy
138,522
+39,929
+40% +$1.31M 4.52% 9
2018
Q4 		$2.9M Buy
+98,593
New +$3.21M 3.15% 11

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

TPG Financial Advisors's SPMD Position: Q1 2026 in Review

TPG Financial Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.2% in Q1 2026, buying an estimated $902K and bringing the position to 220,883 shares worth $13.1M. The position accounts for 4.25% of the portfolio, ranked #7.

TPG Financial Advisors first reported a position in SPMD in Q4 2018 and has held it in 29 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • TPG Financial Advisors held 220,883 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $13.1M as of Q1 2026.
  • TPG Financial Advisors bought 14,812 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $902K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 4.25% of TPG Financial Advisors's portfolio in Q1 2026, its #7 holding.
  • TPG Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 29 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 TPG Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.