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

Alta 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 		$19.9M Sell
294,514
-136
-0% -$8.75K 5.39% 3
2026
Q1 		$17.4M Buy
294,650
+20,140
+7% +$1.23M 5.67% 3
2025
Q4 		$15.9M Buy
274,510
+13,524
+5% +$777K 5.31% 3
2025
Q3 		$14.9M Buy
260,986
+29,262
+13% +$1.65M 5.35% 3
2025
Q2 		$12.6M Buy
231,724
+14,483
+7% +$746K 5.95% 3
2025
Q1 		$11.1M Buy
217,241
+5,527
+3% +$301K 5.1% 3
2024
Q4 		$11.6M Buy
211,714
+9,843
+5% +$554K 5.07% 3
2024
Q3 		$11M Buy
201,871
+15,284
+8% +$808K 5.05% 3
2024
Q2 		$9.57M Sell
186,587
-1,272
-0.7% -$65.6K 4.78% 3
2024
Q1 		$10M Buy
187,859
+6,498
+4% +$323K 5.09% 3
2023
Q4 		$8.84M Buy
181,361
+101,794
+128% +$4.53M 4.93% 3
2023
Q3 		$3.48M Buy
79,567
+31,296
+65% +$1.44M 2.13% 10
2023
Q2 		$2.22M Buy
48,271
+2,228
+5% +$97.3K 1.3% 19
2023
Q1 		$2.02M Buy
46,043
+3,629
+9% +$162K 1.28% 17
2022
Q4 		$1.8M Buy
42,414
+6,191
+17% +$263K 1.22% 20
2022
Q3 		$1.4M Buy
36,223
+3,794
+12% +$161K 1% 25
2022
Q2 		$1.29M Buy
32,429
+6,406
+25% +$278K 0.89% 29
2022
Q1 		$1.23M Buy
26,023
+7,136
+38% +$334K 0.73% 37
2021
Q4 		$939K Buy
+18,887
New +$923K 0.58% 53

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

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

Alta Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.05% in Q2 2026, selling an estimated $8.75K and leaving 294,514 shares worth $19.9M. The position accounts for 5.39% of the portfolio, ranked #3.

Alta Wealth Advisors first reported a position in SPMD in Q4 2021 and has held it in 19 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Alta Wealth Advisors held 294,514 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $19.9M as of Q2 2026.
  • Alta Wealth Advisors sold 136 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $8.75K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 5.39% of Alta Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Alta Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 19 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 Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.