Ameritas Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Ameritas Advisory Services’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	$2.19M	Buy	32,481 +22,365	+221%	+$1.44M	0.04%	342
2026 Q1	$599K	Sell	10,116 -33	-0.3%	-$2.01K	0.02%	522
2025 Q4	$588K	Buy	10,149 +1,062	+12%	+$61K	0.02%	519
2025 Q3	$520K	Sell	9,087 -8,963	-50%	-$505K	0.03%	381
2025 Q2	$982K	Sell	18,050 -2,664	-13%	-$137K	0.05%	350
2025 Q1	$1.08M	Sell	20,714 -14	-0.1%	-$763	0.04%	378
2024 Q4	$1.13M	Buy	20,728 +5,636	+37%	+$317K	0.04%	383
2024 Q3	$825K	Buy	15,092 +4,732	+46%	+$250K	0.04%	432
2024 Q2	$531K	Buy	+10,360	New	+$535K	0.02%	567
2023 Q2	–	Sell	-256	Closed	-$11.2K	–	2252
2023 Q1	$11.2K	Buy	+256	New	+$11.5K	﹤0.01%	1853

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

Ameritas Advisory Services's SPMD Position: Q2 2026 in Review

Ameritas Advisory Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 221% in Q2 2026, buying an estimated $1.44M and bringing the position to 32,481 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #342.

Ameritas Advisory Services first reported a position in SPMD in Q1 2023 and has held it in 10 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Ameritas Advisory Services held 32,481 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.19M as of Q2 2026.
Ameritas Advisory Services bought 22,365 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.44M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #342 holding.
Ameritas Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 10 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 Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.