VCM
SPMD icon

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

Virtue Capital 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 		$1.45M Buy
+25,240
New +$1.54M 0.22% 84
2025
Q2 		– Sell
-5,018
Closed -$257K – 457
2025
Q1 		$257K Buy
+5,018
New +$274K 0.03% 396

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

Virtue Capital Management's SPMD Position: Q1 2026 in Review

Virtue Capital Management opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 25,240 shares worth $1.45M. The stake represents 0.22% of the portfolio and ranks #84 among its holdings. This is a return to the name: Virtue Capital Management previously reported a position in SPMD as recently as Q1 2025.

Virtue Capital Management first reported a position in SPMD in Q1 2025 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Virtue Capital Management held 25,240 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.45M as of Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Virtue Capital Management position in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.22% of Virtue Capital Management's portfolio in Q1 2026, its #84 holding.
  • Virtue Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 2 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 Virtue Capital Management's 13F filing for Q1 2026, filed 7 May 2026.