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Wealthspire Advisors (New York)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Wealthspire Advisors (New York)’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 		$8.95M Sell
151,128
-4,633
-3% -$282K 0.07% 121
2025
Q4 		$9.02M Sell
155,761
-8,157
-5% -$469K 0.07% 123
2025
Q3 		$9.37M Sell
163,918
-4,100
-2% -$231K 0.05% 120
2025
Q2 		$9.14M Buy
168,018
+4,251
+3% +$219K 0.05% 126
2025
Q1 		$8.38M Sell
163,767
-1,316
-0.8% -$71.7K 0.05% 128
2024
Q4 		$9.03M Sell
165,083
-9,675
-6% -$544K 0.09% 109
2024
Q3 		$9.56M Sell
174,758
-13,926
-7% -$736K 0.1% 108
2024
Q2 		$9.68M Sell
188,684
-8,240
-4% -$425K 0.12% 83
2024
Q1 		$10.5M Sell
196,924
-10,200
-5% -$507K 0.14% 69
2023
Q4 		$10.1M Sell
207,124
-11,053
-5% -$492K 0.14% 72
2023
Q3 		$9.55M Sell
218,177
-6,171
-3% -$284K 0.16% 64
2023
Q2 		$10.3M Sell
224,348
-3,571
-2% -$156K 0.17% 66
2023
Q1 		$10M Buy
227,919
+164
+0.1% +$7.34K 0.17% 66
2022
Q4 		$9.68M Sell
227,755
-531
-0.2% -$22.5K 0.18% 68
2022
Q3 		$8.8M Buy
228,286
+2,161
+1% +$91.6K 0.18% 70
2022
Q2 		$8.97M Buy
+226,125
New +$9.81M 0.19% 63
2021
Q4 		– Sell
-239,087
Closed -$11M – 618
2021
Q3 		$11M Buy
+239,087
New +$11.3M 0.23% 49

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

Wealthspire Advisors (New York)'s SPMD Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3% in Q1 2026, selling an estimated $282K and leaving 151,128 shares worth $8.95M. The position accounts for 0.07% of the portfolio, ranked #121.

Wealthspire Advisors (New York) first reported a position in SPMD in Q3 2021 and has held it in 17 quarters since. The position peaked at $11M in Q3 2021. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Wealthspire Advisors (New York) held 151,128 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $8.95M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,633 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $282K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #121 holding.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2021 and has held it in 17 quarters since.
  • Wealthspire Advisors (New York)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $11M in Q3 2021.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.