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

APS Management 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	$367K	Sell	5,433 -82	-1%	-$5.28K	0.28%	61
2026 Q1	$327K	Sell	5,515 -38	-0.7%	-$2.31K	0.28%	63
2025 Q4	$322K	Buy	5,553 +14	+0.3%	+$804	0.28%	64
2025 Q3	$317K	Buy	+5,539	New	+$312K	0.28%	65

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

APS Management Group's SPMD Position: Q2 2026 in Review

APS Management Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.5% in Q2 2026, selling an estimated $5.28K and leaving 5,433 shares worth $367K. The position accounts for 0.28% of the portfolio, ranked #61.

APS Management Group first reported a position in SPMD in Q3 2025 and has held it in 4 quarters since. 838 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

APS Management Group held 5,433 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $367K as of Q2 2026.
APS Management Group sold 82 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $5.28K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.28% of APS Management Group's portfolio in Q2 2026, its #61 holding.
APS Management Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
838 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on APS Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.