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

Waverly 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 		$27.7M Buy
467,052
+51,578
+12% +$3.14M 0.21% 102
2025
Q4 		$24.1M Buy
415,474
+58,834
+16% +$3.38M 0.19% 104
2025
Q3 		$20.4M Buy
356,640
+2,098
+0.6% +$118K 0.2% 99
2025
Q2 		$19.3M Buy
354,542
+17,215
+5% +$887K 0.21% 98
2025
Q1 		$17.3M Buy
337,327
+35,233
+12% +$1.92M 0.21% 100
2024
Q4 		$16.5M Buy
302,094
+12,329
+4% +$694K 0.26% 80
2024
Q3 		$15.8M Buy
289,765
+9,020
+3% +$477K 0.29% 64
2024
Q2 		$14.4M Buy
280,745
+4,305
+2% +$222K 0.28% 67
2024
Q1 		$14.7M Buy
276,440
+230,362
+500% +$11.5M 0.35% 55
2023
Q4 		$2.24M Buy
+46,078
New +$2.05M 0.08% 136

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

Waverly Advisors's SPMD Position: Q1 2026 in Review

Waverly Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q1 2026, buying an estimated $3.14M and bringing the position to 467,052 shares worth $27.7M. The position accounts for 0.21% of the portfolio, ranked #102.

Waverly Advisors first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Waverly Advisors held 467,052 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $27.7M as of Q1 2026.
  • Waverly Advisors bought 51,578 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $3.14M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.21% of Waverly Advisors's portfolio in Q1 2026, its #102 holding.
  • Waverly Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 10 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.