AG
SPMD icon

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

AmeriFlex Group’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 		$33.5K Hold
496
– – 0.01% 593
2026
Q1 		$29.4K Hold
496
– – 0.01% 537
2025
Q4 		$28.7K Buy
+496
New +$28.5K 0.01% 531
2025
Q2 		– Sell
-601
Closed -$30.8K – 1263
2025
Q1 		$30.8K Hold
601
– – 0.01% 596
2024
Q4 		$34.1K Buy
+601
New +$33.8K 0.02% 520

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

AmeriFlex Group's SPMD Position: Q2 2026 in Review

AmeriFlex Group held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 496 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #593.

AmeriFlex Group first reported a position in SPMD in Q4 2024 and has held it in 5 quarters since. The position peaked at $34.1K in Q4 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • AmeriFlex Group held 496 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $33.5K as of Q2 2026.
  • AmeriFlex Group left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #593 holding.
  • AmeriFlex Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • AmeriFlex Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $34.1K in Q4 2024.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.