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

WealthShield 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 		$74.1K Buy
1,251
+4
+0.3% +$243 0.01% 426
2025
Q4 		$72.2K Buy
1,247
+4
+0.3% +$230 0.01% 418
2025
Q3 		$71.1K Buy
1,243
+4
+0.3% +$225 0.01% 418
2025
Q2 		$67.4K Buy
1,239
+5
+0.4% +$258 0.01% 412
2025
Q1 		$63.1K Buy
1,234
+4
+0.3% +$218 0.01% 405
2024
Q4 		$67.2K Buy
1,230
+5
+0.4% +$281 0.01% 369
2024
Q3 		$67K Buy
1,225
+5
+0.4% +$264 0.01% 376
2024
Q2 		$62.6K Buy
1,220
+4
+0.3% +$206 0.01% 348
2024
Q1 		$64.8K Sell
1,216
-61
-5% -$3.03K 0.01% 343
2023
Q4 		$62.2K Buy
1,277
+5
+0.4% +$223 0.01% 349
2023
Q3 		$55.7K Sell
1,272
-195
-13% -$8.96K 0.01% 368
2023
Q2 		$67.3K Buy
1,467
+5
+0.3% +$218 0.01% 361
2023
Q1 		$64.2K Buy
+1,462
New +$65.4K 0.01% 364
2021
Q3 		– Sell
-2,467
Closed -$116K – 670
2021
Q2 		$116K Buy
2,467
+6
+0.2% +$285 0.02% 339
2021
Q1 		$113K Buy
+2,461
New +$108K 0.02% 321
2020
Q4 		– Sell
-2,611
Closed -$85K – 404
2020
Q3 		$85K Buy
2,611
+4
+0.2% +$131 0.03% 278
2020
Q2 		$81K Sell
2,607
-329
-11% -$9.61K 0.04% 232
2020
Q1 		$74K Sell
2,936
-1,713
-37% -$56K 0.05% 180
2019
Q4 		$168K Sell
4,649
-986
-17% -$34.4K 0.08% 183
2019
Q3 		$191K Buy
5,635
+3,938
+232% +$133K 0.1% 166
2019
Q2 		$58K Sell
1,697
-3,251
-66% -$109K 0.03% 174
2019
Q1 		$165K Buy
4,948
+5
+0.1% +$163 0.09% 154
2018
Q4 		$145K Buy
4,943
+1,609
+48% +$52.4K 0.1% 132
2018
Q3 		$121K Buy
3,334
+841
+34% +$30.4K 0.07% 141
2018
Q2 		$87K Buy
2,493
+2,228
+841% +$76.6K 0.05% 142
2018
Q1 		$9K Buy
+265
New +$8.93K 0.01% 198

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 $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

WealthShield Partners's SPMD Position: Q1 2026 in Review

WealthShield Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.32% in Q1 2026, buying an estimated $243 and bringing the position to 1,251 shares worth $74.1K. The position accounts for 0.01% of the portfolio, ranked #426.

WealthShield Partners first reported a position in SPMD in Q1 2018 and has held it in 26 quarters since. The position peaked at $191K in Q3 2019. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • WealthShield Partners held 1,251 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $74.1K as of Q1 2026.
  • WealthShield Partners bought 4 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $243.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #426 holding.
  • WealthShield Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 26 quarters since.
  • WealthShield Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $191K in Q3 2019.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.