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

WCG Wealth 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	$1.52M	Buy	25,670 +134	+0.5%	+$8.16K	0.04%	309
2025 Q4	$1.48M	Sell	25,536 -693	-3%	-$39.8K	0.04%	297
2025 Q3	$1.5M	Buy	26,229 +4,393	+20%	+$247K	0.09%	184
2025 Q2	$1.19M	Buy	+21,836	New	+$1.12M	0.08%	206
2024 Q2	–	Sell	-20,212	Closed	-$1.08M	–	301
2024 Q1	$1.08M	Sell	20,212 -1,770	-8%	-$88K	0.09%	177
2023 Q4	$1.07M	Sell	21,982 -7,983	-27%	-$356K	0.08%	194
2023 Q3	$1.31M	Buy	29,965 +12,483	+71%	+$574K	0.1%	169
2023 Q2	$802K	Buy	17,482 +876	+5%	+$38.3K	0.09%	122
2023 Q1	$730K	Buy	+16,606	New	+$743K	0.09%	126

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

WCG Wealth Advisors's SPMD Position: Q1 2026 in Review

WCG Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.52% in Q1 2026, buying an estimated $8.16K and bringing the position to 25,670 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #309.

WCG Wealth Advisors first reported a position in SPMD in Q1 2023 and has held it in 9 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

WCG Wealth Advisors held 25,670 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.52M as of Q1 2026.
WCG Wealth Advisors bought 134 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $8.16K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #309 holding.
WCG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 9 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 WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.