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

American Financial & Tax Strategies’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 		$235K Buy
3,484
+1
+0% +$64 0.11% 98
2026
Q1 		$206K Sell
3,483
-16
-0.5% -$974 0.1% 97
2025
Q4 		$203K Buy
+3,499
New +$201K 0.1% 97

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

American Financial & Tax Strategies's SPMD Position: Q2 2026 in Review

American Financial & Tax Strategies increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.03% in Q2 2026, buying an estimated $64 and bringing the position to 3,484 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #98.

American Financial & Tax Strategies first reported a position in SPMD in Q4 2025 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • American Financial & Tax Strategies held 3,484 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $235K as of Q2 2026.
  • American Financial & Tax Strategies bought 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q2 2026, an estimated $64.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.11% of American Financial & Tax Strategies's portfolio in Q2 2026, its #98 holding.
  • American Financial & Tax Strategies first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.