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

Abound Financial’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	$7.86M	Sell	116,316 -978	-0.8%	-$62.9K	3.13%	8
2026 Q1	$6.95M	Sell	117,294 -12,184	-9%	-$742K	3.03%	10
2025 Q4	$7.5M	Sell	129,478 -2,635	-2%	-$151K	2.9%	11
2025 Q3	$7.56M	Buy	132,113 +8,170	+7%	+$460K	3.02%	12
2025 Q2	$6.74M	Buy	123,943 +3,006	+2%	+$155K	2.97%	11
2025 Q1	$6.19M	Sell	120,937 -41,738	-26%	-$2.28M	3.13%	9
2024 Q4	$8.9M	Buy	+162,675	New	+$9.15M	4.51%	7

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

Abound Financial's SPMD Position: Q2 2026 in Review

Abound Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.83% in Q2 2026, selling an estimated $62.9K and leaving 116,316 shares worth $7.86M. The position accounts for 3.13% of the portfolio, ranked #8.

Abound Financial first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.9M in Q4 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Abound Financial held 116,316 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.86M as of Q2 2026.
Abound Financial sold 978 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $62.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.13% of Abound Financial's portfolio in Q2 2026, its #8 holding.
Abound Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
Abound Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $8.9M in Q4 2024.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.