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Vicus Capital’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Vicus Capital’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 		$54.3M Buy
916,169
+35,567
+4% +$2.17M 3.99% 4
2025
Q4 		$51M Buy
880,602
+237,930
+37% +$13.7M 3.83% 4
2025
Q3 		$36.8M Buy
642,672
+627,005
+4,002% +$35.3M 2.81% 11
2025
Q2 		$852K Buy
15,667
+1,031
+7% +$53.1K 0.07% 106
2025
Q1 		$749K Buy
14,636
+366
+3% +$20K 0.07% 104
2024
Q4 		$780K Buy
14,270
+808
+6% +$45.5K 0.07% 107
2024
Q3 		$736K Buy
13,462
+96
+0.7% +$5.08K 0.07% 116
2024
Q2 		$686K Buy
13,366
+307
+2% +$15.8K 0.06% 124
2024
Q1 		$697K Buy
13,059
+642
+5% +$31.9K 0.06% 122
2023
Q4 		$605K Sell
12,417
-541
-4% -$24.1K 0.06% 116
2023
Q3 		$567K Buy
12,958
+822
+7% +$37.8K 0.06% 131
2023
Q2 		$557K Buy
12,136
+457
+4% +$20K 0.06% 124
2023
Q1 		$513K Buy
11,679
+1,099
+10% +$49.2K 0.06% 131
2022
Q4 		$450K Buy
10,580
+68
+0.6% +$2.89K 0.05% 131
2022
Q3 		$406K Buy
10,512
+595
+6% +$25.2K 0.05% 150
2022
Q2 		$394K Buy
9,917
+764
+8% +$33.1K 0.04% 158
2022
Q1 		$432K Sell
9,153
-136
-1% -$6.36K 0.04% 161
2021
Q4 		$441K Buy
9,289
+1,614
+21% +$78.8K 0.04% 154
2021
Q3 		$354K Buy
7,675
+592
+8% +$28K 0.06% 109
2021
Q2 		$334K Sell
7,083
-599
-8% -$28.4K 0.05% 122
2021
Q1 		$352K Buy
+7,682
New +$337K 0.04% 174
2020
Q4 		– Sell
-4,088
Closed -$133K – 237
2020
Q3 		$133K Buy
+4,088
New +$134K 0.02% 212
2020
Q1 		– Sell
-3,850
Closed -$139K – 208
2019
Q4 		$139K Buy
3,850
+209
+6% +$7.28K 0.02% 201
2019
Q3 		$3.64M Sell
3,641
-112,061
-97% -$3.78M 0.51% 46
2019
Q2 		$3.4M Buy
+115,702
New +$3.9M 0.48% 45

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 $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Vicus Capital's SPMD Position: Q1 2026 in Review

Vicus Capital increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4% in Q1 2026, buying an estimated $2.17M and bringing the position to 916,169 shares worth $54.3M. The position accounts for 3.99% of the portfolio, ranked #4.

Vicus Capital first reported a position in SPMD in Q2 2019 and has held it in 25 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Vicus Capital held 916,169 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $54.3M as of Q1 2026.
  • Vicus Capital bought 35,567 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $2.17M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.99% of Vicus Capital's portfolio in Q1 2026, its #4 holding.
  • Vicus Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and has held it in 25 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 Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.