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

AE 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 		$5.46M Buy
80,847
+7,347
+10% +$473K 0.03% 419
2026
Q1 		$4.35M Buy
73,500
+6,868
+10% +$418K 0.02% 450
2025
Q4 		$3.86M Buy
66,632
+3,513
+6% +$202K 0.02% 449
2025
Q3 		$3.61M Buy
63,119
+5,974
+10% +$337K 0.02% 418
2025
Q2 		$3.11M Buy
57,145
+5,652
+11% +$291K 0.02% 441
2025
Q1 		$2.64M Sell
51,493
-1,488
-3% -$81.1K 0.02% 463
2024
Q4 		$2.9M Buy
52,981
+34,136
+181% +$1.92M 0.02% 453
2024
Q3 		$1.03M Buy
18,845
+157
+0.8% +$8.3K 0.01% 685
2024
Q2 		$959K Sell
18,688
-9,827
-34% -$507K 0.01% 710
2024
Q1 		$1.52M Sell
28,515
-437,200
-94% -$21.7M 0.02% 557
2023
Q4 		$22.5M Buy
465,715
+420,933
+940% +$18.8M 0.12% 202
2023
Q3 		$1.96M Sell
44,782
-40,772
-48% -$1.87M 0.01% 858
2023
Q2 		$3.93M Buy
85,554
+22,216
+35% +$971K 0.02% 616
2023
Q1 		$2.78M Buy
63,338
+7,073
+13% +$317K 0.02% 684
2022
Q4 		$2.39M Sell
56,265
-5,221
-8% -$222K 0.02% 684
2022
Q3 		$2.37M Buy
61,486
+2,160
+4% +$91.6K 0.02% 643
2022
Q2 		$2.35M Sell
59,326
-229,564
-79% -$9.96M 0.02% 614
2022
Q1 		$13.6M Sell
288,890
-42,147
-13% -$1.97M 0.09% 224
2021
Q4 		$16.5M Buy
331,037
+192,153
+138% +$9.39M 0.11% 183
2021
Q3 		$6.41M Buy
138,884
+15,435
+13% +$729K 0.05% 324
2021
Q2 		$5.83M Buy
123,449
+6,612
+6% +$314K 0.05% 327
2021
Q1 		$5.35M Buy
116,837
+82,025
+236% +$3.6M 0.05% 303
2020
Q4 		$1.41M Buy
34,812
+15,303
+78% +$567K 0.02% 599
2020
Q3 		$637K Sell
19,509
-13,260
-40% -$436K 0.01% 778
2020
Q2 		$1.02M Sell
32,769
-7,581
-19% -$221K 0.02% 611
2020
Q1 		$1.02M Buy
40,350
+299
+0.7% +$9.78K 0.02% 480
2019
Q4 		$1.45M Buy
40,051
+11,486
+40% +$400K 0.03% 437
2019
Q3 		$968K Buy
+28,565
New +$963K 0.03% 455
2018
Q4 		– Sell
-25,620
Closed -$926K – 588
2018
Q3 		$926K Sell
25,620
-35,965
-58% -$1.3M 0.05% 231
2018
Q2 		$2.15M Buy
61,585
+18,068
+42% +$621K 0.15% 96
2018
Q1 		$1.44M Buy
43,517
+28,580
+191% +$963K 0.11% 117
2017
Q4 		$498K Buy
+14,937
New +$490K 0.04% 242

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

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

AE Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 10% in Q2 2026, buying an estimated $473K and bringing the position to 80,847 shares worth $5.46M. The position accounts for 0.03% of the portfolio, ranked #419.

AE Wealth Management first reported a position in SPMD in Q4 2017 and has held it in 32 quarters since. The position peaked at $22.5M in Q4 2023. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • AE Wealth Management held 80,847 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.46M as of Q2 2026.
  • AE Wealth Management bought 7,347 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $473K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #419 holding.
  • AE Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 32 quarters since.
  • AE Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $22.5M in Q4 2023.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.