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

Twin Peaks Wealth 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	$533	Buy	+9	New	+$548	﹤0.01%	2019
2025 Q3	–	Sell	-565	Closed	-$31.6K	–	1830
2025 Q2	$31.6K	Buy	+565	New	+$29.1K	0.01%	459

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

Twin Peaks Wealth Advisors's SPMD Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 9 shares worth $533. The stake represents ﹤0.01% of the portfolio and ranks #2019 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SPMD as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SPMD in Q2 2025 and has held it in 2 quarters since. The position peaked at $31.6K in Q2 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Twin Peaks Wealth Advisors held 9 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $533 as of Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2019 holding.
Twin Peaks Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $31.6K in Q2 2025.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.