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

Wealth Advisory Solutions’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 		$5.29M Buy
89,331
+6,559
+8% +$399K 1.18% 23
2025
Q4 		$4.79M Buy
82,772
+2,742
+3% +$158K 1.12% 20
2025
Q3 		$4.58M Buy
80,030
+8,226
+11% +$463K 1.11% 23
2025
Q2 		$3.9M Buy
71,804
+4,036
+6% +$208K 0.99% 29
2025
Q1 		$3.47M Buy
67,768
+10,092
+17% +$550K 0.92% 34
2024
Q4 		$3.15M Buy
57,676
+8,111
+16% +$456K 0.88% 31
2024
Q3 		$2.71M Buy
49,565
+3,436
+7% +$182K 0.75% 39
2024
Q2 		$2.37M Buy
46,129
+961
+2% +$49.6K 0.64% 39
2024
Q1 		$2.41M Buy
+45,168
New +$2.25M 0.62% 42
2023
Q4 		– Sell
-42,793
Closed -$1.87M – 107
2023
Q3 		$1.87M Buy
42,793
+191
+0.4% +$8.78K 0.37% 52
2023
Q2 		$1.96M Buy
42,602
+1,565
+4% +$68.4K 0.52% 49
2023
Q1 		$1.8M Buy
41,037
+1,412
+4% +$63.2K 0.48% 54
2022
Q4 		$1.68M Buy
39,625
+624
+2% +$26.5K 0.45% 59
2022
Q3 		$1.5M Buy
39,001
+4,201
+12% +$178K 0.42% 63
2022
Q2 		$1.38M Buy
34,800
+1,428
+4% +$61.9K 0.34% 73
2022
Q1 		$1.57M Buy
+33,372
New +$1.56M 0.33% 73
2021
Q3 		$1.17M Sell
25,280
-5,771
-19% -$273K 0.26% 80
2021
Q2 		$1.47M Buy
31,051
+128
+0.4% +$6.07K 0.35% 72
2021
Q1 		$1K Sell
30,923
-1,006
-3% -$44.2K ﹤0.01% 131
2020
Q4 		$1.29M Sell
31,929
-49
-0.2% -$1.82K 0.35% 63
2020
Q3 		$1.04M Buy
31,978
+91
+0.3% +$2.99K 0.28% 82
2020
Q2 		$996K Sell
31,887
-1,100
-3% -$32.1K 0.28% 85
2020
Q1 		$833K Buy
32,987
+10,983
+50% +$359K 0.28% 81
2019
Q4 		$797K Buy
+22,004
New +$767K 0.21% 93

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

Wealth Advisory Solutions's SPMD Position: Q1 2026 in Review

Wealth Advisory Solutions increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.9% in Q1 2026, buying an estimated $399K and bringing the position to 89,331 shares worth $5.29M. The position accounts for 1.18% of the portfolio, ranked #23.

Wealth Advisory Solutions first reported a position in SPMD in Q4 2019 and has held it in 24 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Wealth Advisory Solutions held 89,331 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.29M as of Q1 2026.
  • Wealth Advisory Solutions bought 6,559 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $399K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.18% of Wealth Advisory Solutions's portfolio in Q1 2026, its #23 holding.
  • Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 24 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 Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.