AWM
SPMD icon

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

Accurate 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 		– Sell
-3,295
Closed -$203K – 609
2026
Q1 		$203K Buy
+3,295
New +$201K 0.02% 520
2023
Q1 		– Sell
-257
Closed -$11.3K – 1259
2022
Q4 		$11.3K Buy
+257
New +$10.9K ﹤0.01% 825

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

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

Accurate Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 3,295 shares — an estimated $203K sold.

Accurate Wealth Management first reported a position in SPMD in Q4 2022 and held it in 2 quarters. The position peaked at $203K in Q1 2026. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Accurate Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 3,295 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $203K.
  • Accurate Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and held it in 2 quarters.
  • Accurate Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $203K in Q1 2026.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.