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

BOLTON SECURITIES CORPORATION’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	$888	Buy	+15	New	+$913	﹤0.01%	1949

Other funds holding SPMD

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPMD Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2026: 15 shares worth $888. The stake represents ﹤0.01% of the portfolio and ranks #1949 among its holdings.

820 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

BOLTON SECURITIES CORPORATION held 15 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $888 as of Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1949 holding.
820 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.