1900 Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

1900 Wealth Management’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 Q2	$52.3M	Buy	774,635 +17,875	+2%	+$1.15M	2.91%	6
2026 Q1	$44.8M	Buy	756,760 +13,055	+2%	+$795K	2.88%	7
2025 Q4	$43.1M	Buy	743,705 +51,897	+8%	+$2.98M	2.76%	7
2025 Q3	$39.6M	Buy	691,808 +65,046	+10%	+$3.66M	2.68%	7
2025 Q2	$34.1M	Buy	626,762 +60,110	+11%	+$3.1M	2.58%	8
2025 Q1	$29M	Buy	566,652 +48,783	+9%	+$2.66M	2.41%	7
2024 Q4	$28.3M	Buy	517,869 +9,553	+2%	+$538K	2.38%	7
2024 Q3	$27.8M	Buy	508,316 +56,954	+13%	+$3.01M	2.38%	8
2024 Q2	$23.2M	Buy	451,362 +36,299	+9%	+$1.87M	2.17%	8
2024 Q1	$22.1M	Buy	415,063 +168,767	+69%	+$8.39M	2.02%	11
2023 Q4	$12M	Buy	246,296 +228,200	+1,261%	+$10.2M	1.1%	19
2023 Q3	$792K	Buy	+18,096	New	+$832K	0.08%	155

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

1900 Wealth Management's SPMD Position: Q2 2026 in Review

1900 Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.4% in Q2 2026, buying an estimated $1.15M and bringing the position to 774,635 shares worth $52.3M. The position accounts for 2.91% of the portfolio, ranked #6.

1900 Wealth Management first reported a position in SPMD in Q3 2023 and has held it in 12 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

1900 Wealth Management held 774,635 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $52.3M as of Q2 2026.
1900 Wealth Management bought 17,875 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.15M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.91% of 1900 Wealth Management's portfolio in Q2 2026, its #6 holding.
1900 Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 12 quarters since.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.