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

Alaska 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	$3.4M	Buy	50,339 +9,517	+23%	+$612K	0.37%	28
2026 Q1	$2.42M	Buy	40,822 +7,202	+21%	+$438K	0.29%	28
2025 Q4	$1.95M	Buy	33,620 +4,721	+16%	+$271K	0.25%	33
2025 Q3	$1.65M	Buy	28,899 +1,795	+7%	+$101K	0.22%	32
2025 Q2	$1.47M	Buy	27,104 +2,064	+8%	+$106K	0.21%	32
2025 Q1	$1.28M	Sell	25,040 -229	-0.9%	-$12.5K	0.2%	32
2024 Q4	$1.38M	Buy	25,269 +979	+4%	+$55.1K	0.21%	30
2024 Q3	$1.33M	Sell	24,290 -187	-0.8%	-$9.89K	0.2%	31
2024 Q2	$1.26M	Sell	24,477 -1,215	-5%	-$62.7K	0.19%	32
2024 Q1	$1.37M	Buy	25,692 +2,429	+10%	+$121K	0.21%	31
2023 Q4	$1.13M	Buy	23,263 +3,718	+19%	+$166K	0.19%	32
2023 Q3	$856K	Sell	19,545 -291	-1%	-$13.4K	0.14%	31
2023 Q2	$910K	Buy	+19,836	New	+$867K	0.14%	32

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

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

Alaska Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 23% in Q2 2026, buying an estimated $612K and bringing the position to 50,339 shares worth $3.4M. The position accounts for 0.37% of the portfolio, ranked #28.

Alaska Wealth Advisors first reported a position in SPMD in Q2 2023 and has held it in 13 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Alaska Wealth Advisors held 50,339 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.4M as of Q2 2026.
Alaska Wealth Advisors bought 9,517 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $612K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.37% of Alaska Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Alaska Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 13 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 Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.