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

Wealth Advisors of Tampa Bay’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	$360K	Hold	6,080	–	–	0.12%	79
2025 Q4	$352K	Hold	6,080	–	–	0.12%	78
2025 Q3	$348K	Hold	6,080	–	–	0.12%	78
2025 Q2	$331K	Hold	6,080	–	–	0.12%	77
2025 Q1	$311K	Hold	6,080	–	–	0.13%	76
2024 Q4	$333K	Hold	6,080	–	–	0.14%	74
2024 Q3	$332K	Buy	+6,080	New	+$321K	0.14%	74

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 $424B AUM 22.94% 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 $6.98B AUM 18.78% 1-Year Est. Return

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

Wealth Advisors of Tampa Bay's SPMD Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 6,080 shares worth $360K. The position accounts for 0.12% of the portfolio, ranked #79.

Wealth Advisors of Tampa Bay first reported a position in SPMD in Q3 2024 and has held it in 7 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Wealth Advisors of Tampa Bay held 6,080 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $360K as of Q1 2026.
Wealth Advisors of Tampa Bay 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 0.12% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #79 holding.
Wealth Advisors of Tampa Bay first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 7 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 Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.