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

Vertex Planning 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	$338K	Hold	5,702	–	–	0.07%	103
2025 Q4	$330K	Sell	5,702 -224	-4%	-$12.9K	0.08%	99
2025 Q3	$339K	Hold	5,926	–	–	0.07%	148
2025 Q2	$322K	Buy	5,926 +253	+4%	+$13K	0.07%	144
2025 Q1	$290K	Sell	5,673 -13	-0.2%	-$709	0.06%	144
2024 Q4	$311K	Sell	5,686 -350	-6%	-$19.7K	0.07%	143
2024 Q3	$330K	Sell	6,036 -996	-14%	-$52.7K	0.08%	121
2024 Q2	$361K	Sell	7,032 -50,955	-88%	-$2.63M	0.09%	109
2024 Q1	$3.09M	Sell	57,987 -955	-2%	-$47.5K	0.86%	20
2023 Q4	$2.87M	Buy	58,942 +13,324	+29%	+$594K	0.85%	18
2023 Q3	$2M	Buy	45,618 +9,732	+27%	+$447K	0.69%	21
2023 Q2	$1.65M	Sell	35,886 -346	-1%	-$15.1K	0.56%	27
2023 Q1	$1.59M	Sell	36,232 -6,125	-14%	-$274K	0.6%	27
2022 Q4	$1.8M	Buy	+42,357	New	+$1.8M	0.7%	21

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

Vertex Planning Partners's SPMD Position: Q1 2026 in Review

Vertex Planning Partners held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 5,702 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #103.

Vertex Planning Partners first reported a position in SPMD in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.09M in Q1 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Vertex Planning Partners held 5,702 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $338K as of Q1 2026.
Vertex Planning Partners left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Vertex Planning Partners's portfolio in Q1 2026, its #103 holding.
Vertex Planning Partners 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.
Vertex Planning Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.09M in Q1 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 Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.