VCI Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

VCI Wealth Management’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	$847K	Buy	14,303 +8,675	+154%	+$528K	0.23%	89
2025 Q4	$326K	Sell	5,628 -20,753	-79%	-$1.19M	0.09%	100
2025 Q3	$1.51M	Buy	+26,381	New	+$1.49M	0.46%	46
2025 Q1	–	Sell	-17,456	Closed	-$955K	–	108
2024 Q4	$955K	Sell	17,456 -16,364	-48%	-$921K	0.41%	68
2024 Q3	$1.85M	Sell	33,820 -41,181	-55%	-$2.18M	0.82%	36
2024 Q2	$3.85M	Buy	+75,001	New	+$3.87M	1.9%	15

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

VCI Wealth Management's SPMD Position: Q1 2026 in Review

VCI Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 154% in Q1 2026, buying an estimated $528K and bringing the position to 14,303 shares worth $847K. The position accounts for 0.23% of the portfolio, ranked #89.

VCI Wealth Management first reported a position in SPMD in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.85M in Q2 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

VCI Wealth Management held 14,303 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $847K as of Q1 2026.
VCI Wealth Management bought 8,675 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $528K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.23% of VCI Wealth Management's portfolio in Q1 2026, its #89 holding.
VCI Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 6 quarters since.
VCI Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.85M in Q2 2024.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.