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

Wealth Management Resources’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 		$11.2M Buy
188,869
+2,351
+1% +$143K 3.89% 12
2025
Q4 		$10.8M Sell
186,518
-2,539
-1% -$146K 3.8% 12
2025
Q3 		$10.8M Buy
189,057
+3,299
+2% +$186K 3.5% 12
2025
Q2 		$10.1M Buy
185,758
+18,867
+11% +$972K 3.45% 12
2025
Q1 		$8.54M Buy
166,891
+869
+0.5% +$47.4K 3.1% 12
2024
Q4 		$9.08M Buy
166,022
+104,362
+169% +$5.87M 3.35% 12
2024
Q3 		$3.37M Sell
61,660
-1,831
-3% -$96.8K 1.35% 18
2024
Q2 		$3.26M Buy
63,491
+2,533
+4% +$131K 1.4% 18
2024
Q1 		$3.25M Buy
60,958
+7,620
+14% +$379K 1.41% 19
2023
Q4 		$2.6M Buy
53,338
+6,219
+13% +$277K 1.22% 20
2023
Q3 		$2.06M Buy
47,119
+6,625
+16% +$305K 1% 20
2023
Q2 		$1.86M Buy
40,494
+17,573
+77% +$768K 1.08% 17
2023
Q1 		$1.01M Buy
22,921
+928
+4% +$41.5K 0.62% 21
2022
Q4 		$935K Buy
21,993
+1,316
+6% +$55.9K 0.61% 20
2022
Q3 		$796K Buy
20,677
+3,611
+21% +$153K 0.53% 23
2022
Q2 		$677K Buy
17,066
+27
+0.2% +$1.17K 0.42% 27
2022
Q1 		$804K Buy
17,039
+2,437
+17% +$114K 0.56% 25
2021
Q4 		$141K Buy
+14,602
New +$713K 0.09% 48

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 Management Resources's SPMD Position: Q1 2026 in Review

Wealth Management Resources increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.3% in Q1 2026, buying an estimated $143K and bringing the position to 188,869 shares worth $11.2M. The position accounts for 3.89% of the portfolio, ranked #12.

Wealth Management Resources first reported a position in SPMD in Q4 2021 and has held it in 18 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Wealth Management Resources held 188,869 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $11.2M as of Q1 2026.
  • Wealth Management Resources bought 2,351 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $143K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.89% of Wealth Management Resources's portfolio in Q1 2026, its #12 holding.
  • Wealth Management Resources first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 18 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 Management Resources's 13F filing for Q1 2026, filed 28 Apr 2026.