Advisor Resource Council’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Advisor Resource Council’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	$1.85M	Buy	27,518 +9	+0%	+$579	0.52%	33
2026 Q1	$1.63M	Buy	27,509 +415	+2%	+$25.3K	0.53%	26
2025 Q4	$1.62M	Buy	27,094 +17,717	+189%	+$1.02M	0.58%	30
2025 Q3	$536K	Buy	9,377 +3,828	+69%	+$216K	0.72%	19
2025 Q2	$302K	Sell	5,549 -238,164	-98%	-$12.3M	0.12%	128
2025 Q1	$12.4M	Buy	+243,713	New	+$13.3M	1%	17
2024 Q4	–	Sell	-9,377	Closed	-$513K	–	243
2024 Q3	$513K	Buy	+9,377	New	+$496K	0.23%	117
2024 Q2	–	Sell	-11,014	Closed	-$537K	–	201
2024 Q1	$537K	Sell	11,014 -196,353	-95%	-$9.77M	0.23%	104
2023 Q4	$10.1M	Buy	+207,367	New	+$9.24M	1.18%	15
2023 Q2	–	Sell	-82,182	Closed	-$3.6M	–	255
2023 Q1	$3.6M	Buy	+82,182	New	+$3.68M	0.9%	21
2022 Q3	–	Sell	-286,476	Closed	-$11.4M	–	450
2022 Q2	$11.4M	Buy	286,476 +236,388	+472%	+$10.3M	1.05%	23
2022 Q1	$2.36M	Sell	50,088 -242,011	-83%	-$11.3M	0.71%	38
2021 Q4	$14.5M	Buy	292,099 +257,649	+748%	+$12.6M	1.13%	19
2021 Q3	$1.59M	Sell	34,450 -205,332	-86%	-$9.7M	0.48%	58
2021 Q2	$11.3M	Buy	+239,782	New	+$11.4M	1.18%	17

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

Advisor Resource Council's SPMD Position: Q2 2026 in Review

Advisor Resource Council increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.03% in Q2 2026, buying an estimated $579 and bringing the position to 27,518 shares worth $1.85M. The position accounts for 0.52% of the portfolio, ranked #33.

Advisor Resource Council first reported a position in SPMD in Q2 2021 and has held it in 15 quarters since. The position peaked at $14.5M in Q4 2021. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Advisor Resource Council held 27,518 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.85M as of Q2 2026.
Advisor Resource Council bought 9 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $579.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.52% of Advisor Resource Council's portfolio in Q2 2026, its #33 holding.
Advisor Resource Council first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 15 quarters since.
Advisor Resource Council's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $14.5M in Q4 2021.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.