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

TSG Advice 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 		$28.2M Buy
476,138
+457,839
+2,502% +$27.9M 4.23% 11
2025
Q4 		$1.06M Buy
+18,299
New +$1.05M 0.16% 37

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 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

TSG Advice Partners's SPMD Position: Q1 2026 in Review

TSG Advice Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2,502% in Q1 2026, buying an estimated $27.9M and bringing the position to 476,138 shares worth $28.2M. The position accounts for 4.23% of the portfolio, ranked #11.

TSG Advice Partners first reported a position in SPMD in Q4 2025 and has held it in 2 quarters since. 816 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • TSG Advice Partners held 476,138 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $28.2M as of Q1 2026.
  • TSG Advice Partners bought 457,839 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $27.9M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 4.23% of TSG Advice Partners's portfolio in Q1 2026, its #11 holding.
  • TSG Advice Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 816 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.