American Money Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

American Money 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	$411K	Sell	6,090 -415	-6%	-$26.7K	0.06%	120
2026 Q1	$385K	Hold	6,505	–	–	0.06%	115
2025 Q4	$377K	Hold	6,505	–	–	0.06%	115
2025 Q3	$372K	Sell	6,505 -230	-3%	-$13K	0.06%	113
2025 Q2	$366K	Sell	6,735 -181	-3%	-$9.32K	0.06%	111
2025 Q1	$354K	Sell	6,916 -17	-0.2%	-$927	0.07%	108
2024 Q4	$379K	Sell	6,933 -14	-0.2%	-$788	0.07%	109
2024 Q3	$380K	Hold	6,947	–	–	0.08%	106
2024 Q2	$356K	Sell	6,947 -912	-12%	-$47.1K	0.08%	109
2024 Q1	$419K	Sell	7,859 -612	-7%	-$30.4K	0.09%	102
2023 Q4	$413K	Sell	8,471 -950	-10%	-$42.3K	0.09%	101
2023 Q3	$413K	Sell	9,421 -442	-4%	-$20.3K	0.11%	99
2023 Q2	$453K	Buy	9,863 +19	+0.2%	+$830	0.11%	99
2023 Q1	$433K	Buy	9,844 +800	+9%	+$35.8K	0.11%	101
2022 Q4	$384K	Buy	9,044 +458	+5%	+$19.4K	0.11%	101
2022 Q3	$331K	Buy	8,586 +353	+4%	+$15K	0.1%	101
2022 Q2	$327K	Buy	8,233 +1,652	+25%	+$71.7K	0.1%	104
2022 Q1	$310K	Buy	6,581 +298	+5%	+$13.9K	0.08%	116
2021 Q4	$313K	Buy	6,283 +443	+8%	+$21.6K	0.08%	118
2021 Q3	$270K	Hold	5,840	–	–	0.08%	125
2021 Q2	$276K	Buy	5,840 +77	+1%	+$3.65K	0.09%	78
2021 Q1	$264K	Sell	5,763 -1,365	-19%	-$59.9K	0.1%	83
2020 Q4	$288K	Sell	7,128 -170	-2%	-$6.3K	0.11%	72
2020 Q3	$238K	Sell	7,298 -147	-2%	-$4.83K	0.11%	69
2020 Q2	$233K	Buy	+7,445	New	+$217K	0.11%	69
2020 Q1	–	Sell	-5,886	Closed	-$213K	–	77
2019 Q4	$213K	Sell	5,886 -131	-2%	-$4.57K	0.1%	74
2019 Q3	$204K	Sell	6,017 -2,217	-27%	-$74.7K	0.11%	76
2019 Q2	$281K	Buy	+8,234	New	+$277K	0.15%	68

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

American Money Management's SPMD Position: Q2 2026 in Review

American Money Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.4% in Q2 2026, selling an estimated $26.7K and leaving 6,090 shares worth $411K. The position accounts for 0.06% of the portfolio, ranked #120.

American Money Management first reported a position in SPMD in Q2 2019 and has held it in 28 quarters since. The position peaked at $453K in Q2 2023. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

American Money Management held 6,090 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $411K as of Q2 2026.
American Money Management sold 415 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $26.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of American Money Management's portfolio in Q2 2026, its #120 holding.
American Money Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and has held it in 28 quarters since.
American Money Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $453K in Q2 2023.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.