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

Tranquility 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	$246K	Sell	4,149 -139	-3%	-$8.46K	0.09%	206
2025 Q4	$248K	Hold	4,288	–	–	0.09%	203
2025 Q3	$245K	Sell	4,288 -310	-7%	-$17.5K	0.08%	213
2025 Q2	$250K	Sell	4,598 -75	-2%	-$3.86K	0.09%	190
2025 Q1	$239K	Sell	4,673 -283	-6%	-$15.4K	0.09%	188
2024 Q4	$271K	Sell	4,956 -20	-0.4%	-$1.13K	0.1%	180
2024 Q3	$272K	Hold	4,976	–	–	0.1%	184
2024 Q2	$255K	Sell	4,976 -54	-1%	-$2.79K	0.1%	191
2024 Q1	$268K	Hold	5,030	–	–	0.1%	188
2023 Q4	$245K	Sell	5,030 -1,483	-23%	-$66.1K	0.1%	182
2023 Q3	$285K	Buy	6,513 +1,255	+24%	+$57.7K	0.12%	166
2023 Q2	$241K	Sell	5,258 -222	-4%	-$9.7K	0.1%	193
2023 Q1	$241K	Sell	5,480 -279	-5%	-$12.5K	0.11%	186
2022 Q4	$245K	Buy	+5,759	New	+$244K	0.12%	172

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

Tranquility Partners's SPMD Position: Q1 2026 in Review

Tranquility Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.2% in Q1 2026, selling an estimated $8.46K and leaving 4,149 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #206.

Tranquility Partners first reported a position in SPMD in Q4 2022 and has held it in 14 quarters since. The position peaked at $285K in Q3 2023. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Tranquility Partners held 4,149 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $246K as of Q1 2026.
Tranquility Partners sold 139 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $8.46K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of Tranquility Partners's portfolio in Q1 2026, its #206 holding.
Tranquility Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 14 quarters since.
Tranquility Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $285K in Q3 2023.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.