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SPMD icon

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

WorthPointe’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 		$779K Sell
13,154
-2,205
-14% -$134K 0.21% 61
2025
Q4 		$889K Sell
15,359
-28
-0.2% -$1.61K 0.23% 64
2025
Q3 		$880K Buy
15,387
+620
+4% +$34.9K 0.33% 42
2025
Q2 		$803K Buy
14,767
+6,708
+83% +$345K 0.34% 36
2025
Q1 		$412K Buy
8,059
+1,388
+21% +$75.7K 0.18% 51
2024
Q4 		$365K Buy
+6,671
New +$375K 0.15% 64

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

WorthPointe's SPMD Position: Q1 2026 in Review

WorthPointe reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 14% in Q1 2026, selling an estimated $134K and leaving 13,154 shares worth $779K. The position accounts for 0.21% of the portfolio, ranked #61.

WorthPointe first reported a position in SPMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $889K in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • WorthPointe held 13,154 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $779K as of Q1 2026.
  • WorthPointe sold 2,205 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $134K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.21% of WorthPointe's portfolio in Q1 2026, its #61 holding.
  • WorthPointe first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • WorthPointe's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $889K in Q4 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.