WOSD
SPMD icon

WFA of San Diego’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

WFA of San Diego’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 		$247K Hold
4,163
– – 0.2% 82
2025
Q4 		$241K Sell
4,163
-13
-0.3% -$747 0.18% 85
2025
Q3 		$239K Hold
4,176
– – 0.16% 91
2025
Q2 		$227K Buy
+4,176
New +$215K 0.17% 88
2024
Q3 		$303K Hold
5,538
– – 0.26% 76
2024
Q2 		$284K Buy
+5,538
New +$286K 0.25% 76
2023
Q3 		$275K Sell
6,282
-400
-6% -$18.4K 0.28% 69
2023
Q2 		$307K Sell
6,682
-1,758
-21% -$76.8K 0.3% 63
2023
Q1 		$371K Sell
8,440
-1,609
-16% -$72K 0.39% 52
2022
Q4 		$427K Sell
10,049
-46
-0.5% -$1.95K 0.33% 62
2022
Q3 		$389K Sell
10,095
-71
-0.7% -$3.01K 0.35% 59
2022
Q2 		$403K Sell
10,166
-200
-2% -$8.68K 0.35% 56
2022
Q1 		$489K Sell
10,366
-424
-4% -$19.8K 0.37% 56
2021
Q4 		$537K Sell
10,790
-82
-0.8% -$4.01K 0.31% 69
2021
Q3 		$502K Sell
10,872
-100
-0.9% -$4.72K 0.35% 58
2021
Q2 		$518K Sell
10,972
-185
-2% -$8.78K 0.4% 51
2021
Q1 		$511K Sell
11,157
-372
-3% -$16.3K 0.42% 48
2020
Q4 		$40 Sell
11,529
-5,390
-32% -$200K 0.01% 78
2020
Q3 		$552K Buy
16,919
+2,645
+19% +$86.9K 0.52% 44
2020
Q2 		$446K Buy
+14,274
New +$417K 0.1% 167

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

WFA of San Diego's SPMD Position: Q1 2026 in Review

WFA of San Diego held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 4,163 shares worth $247K. The position accounts for 0.2% of the portfolio, ranked #82.

WFA of San Diego first reported a position in SPMD in Q2 2020 and has held it in 20 quarters since. The position peaked at $552K in Q3 2020. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • WFA of San Diego held 4,163 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $247K as of Q1 2026.
  • WFA of San Diego left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.2% of WFA of San Diego's portfolio in Q1 2026, its #82 holding.
  • WFA of San Diego first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 20 quarters since.
  • WFA of San Diego's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $552K in Q3 2020.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.