U.S. Capital Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

U.S. Capital 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	$412K	Sell	6,965 -920	-12%	-$56K	0.01%	724
2025 Q4	$457K	Buy	7,885 +15	+0.2%	+$862	0.01%	678
2025 Q3	$450K	Hold	7,870	–	–	0.01%	659
2025 Q2	$428K	Hold	7,870	–	–	0.01%	632
2025 Q1	$403K	Hold	7,870	–	–	0.01%	629
2024 Q4	$430K	Buy	7,870 +450	+6%	+$25.3K	0.01%	599
2024 Q3	$406K	Hold	7,420	–	–	0.01%	525
2024 Q2	$381K	Hold	7,420	–	–	0.01%	512
2024 Q1	$396K	Sell	7,420 -1,804	-20%	-$89.7K	0.02%	507
2023 Q4	$449K	Sell	9,224 -6,475	-41%	-$288K	0.02%	472
2023 Q3	$687K	Buy	15,699 +5,628	+56%	+$259K	0.03%	370
2023 Q2	$462K	Hold	10,071	–	–	0.02%	456
2023 Q1	$443K	Buy	10,071 +927	+10%	+$41.5K	0.02%	453
2022 Q4	$389K	Buy	+9,144	New	+$388K	0.02%	495

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 $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $4.84B 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

U.S. Capital Wealth Advisors's SPMD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q1 2026, selling an estimated $56K and leaving 6,965 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #724.

U.S. Capital Wealth Advisors first reported a position in SPMD in Q4 2022 and has held it in 14 quarters since. The position peaked at $687K in Q3 2023. 810 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

U.S. Capital Wealth Advisors held 6,965 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $412K as of Q1 2026.
U.S. Capital Wealth Advisors sold 920 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $56K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #724 holding.
U.S. Capital Wealth Advisors 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.
U.S. Capital Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $687K in Q3 2023.
810 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.