WFAG
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Wescott Financial Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Wescott Financial Advisory Group’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 		$337K Buy
5,690
+4
+0.1% +$243 0.03% 147
2025
Q4 		$329K Buy
+5,686
New +$327K 0.03% 154

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

Wescott Financial Advisory Group's SPMD Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.07% in Q1 2026, buying an estimated $243 and bringing the position to 5,690 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #147.

Wescott Financial Advisory Group first reported a position in SPMD in Q4 2025 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Wescott Financial Advisory Group held 5,690 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $337K as of Q1 2026.
  • Wescott Financial Advisory Group 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 0.03% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #147 holding.
  • Wescott Financial Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 2 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 Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.