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

WealthPLAN Partners’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 		– Sell
-5,230
Closed -$303K – 267
2025
Q4 		$303K Hold
5,230
– – 0.05% 234
2025
Q3 		$299K Buy
5,230
+18
+0.3% +$1.01K 0.04% 221
2025
Q2 		$283K Buy
5,212
+316
+6% +$16.3K 0.05% 223
2025
Q1 		$251K Buy
4,896
+19
+0.4% +$1.04K 0.04% 229
2024
Q4 		$267K Sell
4,877
-13,117
-73% -$738K 0.04% 219
2024
Q3 		$984K Sell
17,994
-499
-3% -$26.4K 0.13% 127
2024
Q2 		$949K Sell
18,493
-3,721
-17% -$192K 0.1% 148
2024
Q1 		$1.18M Buy
22,214
+178
+0.8% +$8.85K 0.12% 145
2023
Q4 		$1.07M Buy
22,036
+102
+0.5% +$4.54K 0.11% 153
2023
Q3 		$960K Buy
21,934
+8
+0% +$368 0.11% 147
2023
Q2 		$1.01M Buy
21,926
+485
+2% +$21.2K 0.14% 138
2023
Q1 		$942K Sell
21,441
-276
-1% -$12.4K 0.11% 152
2022
Q4 		$1.02M Buy
+21,717
New +$922K 0.07% 174
2022
Q1 		$1.02M Buy
23,283
+54
+0.2% +$2.52K 0.07% 168
2021
Q4 		$1.07M Buy
23,229
+92
+0.4% +$4.49K 0.07% 168
2021
Q3 		$1.14M Sell
23,137
-148
-0.6% -$6.99K 0.08% 160
2021
Q2 		$1.12M Buy
23,285
+809
+4% +$38.4K 0.08% 142
2021
Q1 		$1.08M Buy
22,476
+1,467
+7% +$64.4K 0.08% 141
2020
Q4 		$903K Sell
21,009
-608
-3% -$22.5K 0.08% 148
2020
Q3 		$786K Sell
21,617
-1,073
-5% -$35.3K 0.08% 145
2020
Q2 		$778K Sell
22,690
-1,602
-7% -$46.8K 0.08% 133
2020
Q1 		$669K Buy
24,292
+3,957
+19% +$129K 0.09% 131
2019
Q4 		$747K Sell
20,335
-10,990
-35% -$383K 0.09% 130
2019
Q3 		$1.09M Buy
31,325
+8,110
+35% +$273K 0.15% 101
2019
Q2 		$771K Buy
23,215
+10,072
+77% +$339K 0.12% 124
2019
Q1 		$440K Buy
13,143
+1,617
+14% +$52.9K 0.07% 171
2018
Q4 		$392K Buy
11,526
+3,757
+48% +$122K 0.06% 170
2018
Q3 		$250K Buy
+7,769
New +$281K 0.05% 206

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WealthPLAN Partners's SPMD Position: Q1 2026 in Review

WealthPLAN Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026, closing a stake of 5,230 shares — an estimated $303K sold.

WealthPLAN Partners first reported a position in SPMD in Q3 2018 and held it in 28 quarters. The position peaked at $1.18M in Q1 2024. 811 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • WealthPLAN Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 5,230 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $303K.
  • WealthPLAN Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and held it in 28 quarters.
  • WealthPLAN Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.18M in Q1 2024.
  • 811 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.