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

21 West 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	$2.85M	Sell	42,238 -156	-0.4%	-$10K	2.44%	16
2026 Q1	$2.51M	Sell	42,394 -1,025	-2%	-$62.4K	2.33%	16
2025 Q4	$2.51M	Buy	43,419 +700	+2%	+$40.2K	2.3%	16
2025 Q3	$2.44M	Buy	42,719 +1,341	+3%	+$75.5K	2.32%	16
2025 Q2	$2.25M	Buy	+41,378	New	+$2.13M	2.27%	16

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

21 West Wealth Management's SPMD Position: Q2 2026 in Review

21 West Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.37% in Q2 2026, selling an estimated $10K and leaving 42,238 shares worth $2.85M. The position accounts for 2.44% of the portfolio, ranked #16.

21 West Wealth Management first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

21 West Wealth Management held 42,238 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.85M as of Q2 2026.
21 West Wealth Management sold 156 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $10K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.44% of 21 West Wealth Management's portfolio in Q2 2026, its #16 holding.
21 West Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
157 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.