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SPMD icon

Allworth Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Allworth Financial’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 		$19.7M Sell
292,169
-8,714
-3% -$561K 0.08% 152
2026
Q1 		$17.8M Buy
300,883
+20,010
+7% +$1.22M 0.07% 168
2025
Q4 		$16.3M Buy
280,873
+23,241
+9% +$1.33M 0.07% 170
2025
Q3 		$14.7M Buy
257,632
+24,553
+11% +$1.38M 0.07% 157
2025
Q2 		$12.7M Buy
233,079
+19,021
+9% +$980K 0.06% 171
2025
Q1 		$10.7M Sell
214,058
-28,163
-12% -$1.54M 0.06% 165
2024
Q4 		$13.9M Buy
242,221
+24,715
+11% +$1.39M 0.08% 135
2024
Q3 		$11.9M Buy
217,506
+10,447
+5% +$552K 0.07% 128
2024
Q2 		$10.9M Buy
207,059
+14,122
+7% +$729K 0.07% 130
2024
Q1 		$10.3M Buy
192,937
+11,207
+6% +$557K 0.07% 115
2023
Q4 		$8.85M Sell
181,730
-7,204
-4% -$321K 0.07% 121
2023
Q3 		$8.27M Buy
188,934
+19,504
+12% +$897K 0.07% 118
2023
Q2 		$7.78M Sell
169,430
-3,496
-2% -$153K 0.07% 123
2023
Q1 		$7.6M Buy
172,926
+5,414
+3% +$242K 0.08% 125
2022
Q4 		$7.12M Buy
167,512
+11,145
+7% +$473K 0.08% 115
2022
Q3 		$6.03M Sell
156,367
-3,023
-2% -$128K 0.08% 114
2022
Q2 		$6.33M Buy
159,390
+3,772
+2% +$164K 0.09% 114
2022
Q1 		$7.34M Buy
+155,618
New +$7.28M 0.09% 108

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

Allworth Financial's SPMD Position: Q2 2026 in Review

Allworth Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.9% in Q2 2026, selling an estimated $561K and leaving 292,169 shares worth $19.7M. The position accounts for 0.08% of the portfolio, ranked #152.

Allworth Financial first reported a position in SPMD in Q1 2022 and has held it in 18 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Allworth Financial held 292,169 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $19.7M as of Q2 2026.
  • Allworth Financial sold 8,714 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $561K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Allworth Financial's portfolio in Q2 2026, its #152 holding.
  • Allworth Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.