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

Apollon Financial’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	$1.52M	Sell	22,468 -782	-3%	-$50.3K	0.18%	116
2026 Q1	$1.38M	Buy	23,250 +5,427	+30%	+$330K	0.19%	108
2025 Q4	$1.03M	Sell	17,823 -1,506	-8%	-$86.5K	0.15%	115
2025 Q3	$1.11M	Sell	19,329 -125	-0.6%	-$7.04K	0.18%	102
2025 Q2	$1.06M	Sell	19,454 -40	-0.2%	-$2.06K	0.22%	97
2025 Q1	$998K	Buy	19,494 +8,786	+82%	+$479K	0.23%	92
2024 Q4	$586K	Sell	10,708 -250	-2%	-$14.1K	0.15%	106
2024 Q3	$599K	Buy	10,958 +497	+5%	+$26.3K	0.18%	88
2024 Q2	$537K	Sell	10,461 -654	-6%	-$33.7K	0.17%	85
2024 Q1	$593K	Sell	11,115 -2,336	-17%	-$116K	0.2%	81
2023 Q4	$655K	Buy	+13,451	New	+$599K	0.26%	73

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

Apollon Financial's SPMD Position: Q2 2026 in Review

Apollon Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.4% in Q2 2026, selling an estimated $50.3K and leaving 22,468 shares worth $1.52M. The position accounts for 0.18% of the portfolio, ranked #116.

Apollon Financial first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Apollon Financial held 22,468 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.52M as of Q2 2026.
Apollon Financial sold 782 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $50.3K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.18% of Apollon Financial's portfolio in Q2 2026, its #116 holding.
Apollon Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 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 Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.