Winch Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Winch Advisory Services’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	$38K	Buy	642 +2	+0.3%	+$122	0.01%	196
2025 Q4	$37.1K	Buy	640 +2	+0.3%	+$115	0.01%	192
2025 Q3	$36.5K	Buy	638 +2	+0.3%	+$113	0.01%	189
2025 Q2	$34.6K	Buy	636 +3	+0.5%	+$155	0.01%	186
2025 Q1	$32.4K	Buy	633 +2	+0.3%	+$109	0.01%	184
2024 Q4	$34.5K	Buy	631 +2	+0.3%	+$113	0.01%	183
2024 Q3	$34.4K	Buy	629 +2	+0.3%	+$106	0.01%	183
2024 Q2	$32.1K	Buy	627 +3	+0.5%	+$155	0.01%	182
2024 Q1	$33.3K	Buy	624 +2	+0.3%	+$99	0.01%	177
2023 Q4	$30.3K	Buy	622 +2	+0.3%	+$89	0.01%	179
2023 Q3	$27K	Buy	620 +3	+0.5%	+$138	0.01%	179
2023 Q2	$28K	Buy	617 +2	+0.3%	+$87	0.01%	175
2023 Q1	$27K	Buy	615 +3	+0.5%	+$134	0.01%	172
2022 Q4	$26K	Buy	612 +2	+0.3%	+$85	0.01%	167
2022 Q3	$24K	Buy	610 +3	+0.5%	+$127	0.01%	159
2022 Q2	$24K	Buy	607 +560	+1,191%	+$24.3K	0.01%	165
2022 Q1	$2K	Hold	47	–	–	﹤0.01%	393
2021 Q4	$2K	Hold	47	–	–	﹤0.01%	413
2021 Q3	$2K	Hold	47	–	–	﹤0.01%	425
2021 Q2	$2K	Hold	47	–	–	﹤0.01%	430
2021 Q1	$2K	Hold	47	–	–	﹤0.01%	395
2020 Q4	$2K	Hold	47	–	–	﹤0.01%	379
2020 Q3	$2K	Sell	47 -399	-89%	-$13.1K	﹤0.01%	345
2020 Q2	$14K	Sell	446 -272	-38%	-$7.95K	0.01%	170
2020 Q1	$18K	Sell	718 -284,951	-100%	-$9.32M	0.01%	135
2019 Q4	$10.3M	Sell	285,669 -5,972	-2%	-$208K	4.91%	6
2019 Q3	$9.88M	Buy	291,641 +440	+0.2%	+$14.8K	5.15%	7
2019 Q2	$9.92M	Buy	291,201 +4,362	+2%	+$147K	5.17%	5
2019 Q1	$9.56M	Buy	+286,839	New	+$9.38M	5.29%	4
2018 Q4	–	Sell	-148,827	Closed	-$5.38M	–	361
2018 Q3	$5.38M	Buy	148,827 +678	+0.5%	+$24.5K	2.7%	12
2018 Q2	$5.17M	Sell	148,149 -7,478	-5%	-$257K	2.78%	10
2018 Q1	$5.16M	Buy	+155,627	New	+$5.24M	3.02%	8

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Winch Advisory Services's SPMD Position: Q1 2026 in Review

Winch Advisory Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.31% in Q1 2026, buying an estimated $122 and bringing the position to 642 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #196.

Winch Advisory Services first reported a position in SPMD in Q1 2018 and has held it in 32 quarters since. The position peaked at $10.3M in Q4 2019. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Winch Advisory Services held 642 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $38K as of Q1 2026.
Winch Advisory Services bought 2 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $122.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Winch Advisory Services's portfolio in Q1 2026, its #196 holding.
Winch Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 32 quarters since.
Winch Advisory Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $10.3M in Q4 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 Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.