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

Acorn Wealth Advisors’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	$418K	Buy	6,183 +649	+12%	+$41.8K	0.1%	185
2026 Q1	$328K	Buy	5,534 +281	+5%	+$17.1K	0.1%	184
2025 Q4	$304K	Sell	5,253 -56	-1%	-$3.22K	0.09%	202
2025 Q3	$304K	Buy	5,309 +32	+0.6%	+$1.8K	0.1%	208
2025 Q2	$287K	Buy	+5,277	New	+$272K	0.11%	190

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

Acorn Wealth Advisors's SPMD Position: Q2 2026 in Review

Acorn Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q2 2026, buying an estimated $41.8K and bringing the position to 6,183 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #185.

Acorn Wealth Advisors first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Acorn Wealth Advisors held 6,183 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $418K as of Q2 2026.
Acorn Wealth Advisors bought 649 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $41.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.1% of Acorn Wealth Advisors's portfolio in Q2 2026, its #185 holding.
Acorn Wealth Advisors 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.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.