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

United Capital 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 		$84.9M Buy
1,434,068
+157,584
+12% +$9.59M 0.52% 36
2025
Q4 		$73.9M Buy
1,276,484
+215,776
+20% +$12.4M 0.45% 40
2025
Q3 		$60.7M Buy
1,060,708
+244,384
+30% +$13.8M 0.44% 44
2025
Q2 		$44.4M Buy
816,324
+429,673
+111% +$22.1M 0.36% 61
2025
Q1 		$19.8M Buy
386,651
+325,442
+532% +$17.7M 0.17% 113
2024
Q4 		$3.35M Buy
61,209
+27,269
+80% +$1.53M 0.03% 322
2024
Q3 		$1.86M Sell
33,940
-1,265
-4% -$66.9K 0.02% 436
2024
Q2 		$1.81M Sell
35,205
-1,834
-5% -$94.6K 0.02% 424
2024
Q1 		$1.98M Sell
37,039
-4,707
-11% -$234K 0.02% 430
2023
Q4 		$2.03M Sell
41,746
-3,700
-8% -$165K 0.02% 414
2023
Q3 		$1.99M Sell
45,446
-1,918
-4% -$88.2K 0.01% 425
2023
Q2 		$2.17M Sell
47,364
-2,788
-6% -$122K 0.01% 431
2023
Q1 		$2.2M Sell
50,152
-9,500
-16% -$425K 0.01% 435
2022
Q4 		$2.54M Sell
59,652
-1,838
-3% -$78K 0.01% 436
2022
Q3 		$2.37M Sell
61,490
-5,158
-8% -$219K 0.01% 445
2022
Q2 		$2.65M Sell
66,648
-1,116
-2% -$48.4K 0.01% 441
2022
Q1 		$3.2M Sell
67,764
-2,270
-3% -$106K 0.02% 439
2021
Q4 		$3.48M Sell
70,034
-1,232
-2% -$60.2K 0.02% 439
2021
Q3 		$3.29M Sell
71,266
-546
-0.8% -$25.8K 0.02% 443
2021
Q2 		$3.39M Sell
71,812
-6,773
-9% -$321K 0.02% 438
2021
Q1 		$3.6M Sell
78,585
-25,954
-25% -$1.14M 0.02% 405
2020
Q4 		$4.22M Sell
104,539
-12,460
-11% -$462K 0.03% 380
2020
Q3 		$3.82M Sell
116,999
-5,171
-4% -$170K 0.02% 380
2020
Q2 		$3.82M Buy
122,170
+7,615
+7% +$222K 0.03% 406
2020
Q1 		$2.9M Buy
114,555
+1,146
+1% +$37.5K 0.02% 426
2019
Q4 		$4.11M Buy
113,409
+19,520
+21% +$680K 0.03% 462
2019
Q3 		$3.18M Buy
93,889
+41,287
+78% +$1.39M 0.02% 498
2019
Q2 		$1.79M Buy
52,602
+28,264
+116% +$952K 0.01% 653
2019
Q1 		$811K Buy
+24,338
New +$796K 0.01% 833

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

United Capital Financial Advisors's SPMD Position: Q1 2026 in Review

United Capital Financial Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q1 2026, buying an estimated $9.59M and bringing the position to 1,434,068 shares worth $84.9M. The position accounts for 0.52% of the portfolio, ranked #36.

United Capital Financial Advisors first reported a position in SPMD in Q1 2019 and has held it in 29 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • United Capital Financial Advisors held 1,434,068 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $84.9M as of Q1 2026.
  • United Capital Financial Advisors bought 157,584 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $9.59M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.52% of United Capital Financial Advisors's portfolio in Q1 2026, its #36 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 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 United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.