AWA
SPMD icon

ARQ Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

ARQ Wealth Advisors’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 		$3.44M Sell
51,859
-11,198
-18% -$720K 0.43% 74
2026
Q1 		$3.73M Sell
63,057
-2,526
-4% -$154K 0.67% 57
2025
Q4 		$3.8M Sell
65,583
-5,825
-8% -$335K 1.02% 34
2025
Q3 		$4.08M Sell
71,408
-40,159
-36% -$2.26M 1.21% 32
2025
Q2 		$5.71M Hold
111,567
– – 1.96% 21
2025
Q1 		$5.71M Sell
111,567
-5,454
-5% -$297K 2.12% 20
2024
Q4 		$6.4M Sell
117,021
-2,546
-2% -$143K 2.43% 17
2024
Q3 		$6.48M Buy
119,567
+10,821
+10% +$572K 2.45% 14
2024
Q2 		$5.58M Buy
108,746
+13,996
+15% +$722K 2.41% 15
2024
Q1 		$5.05M Buy
94,750
+2,418
+3% +$120K 2.19% 20
2023
Q4 		$4.5M Buy
92,332
+3,450
+4% +$154K 2.68% 17
2023
Q3 		$3.89M Sell
88,882
-18,901
-18% -$869K 2.91% 15
2023
Q2 		$4.95M Sell
107,783
-34,183
-24% -$1.49M 3.21% 12
2023
Q1 		$6.24M Sell
141,966
-3,310
-2% -$148K 4.59% 6
2022
Q4 		$6.17M Buy
145,276
+9,415
+7% +$400K 4.03% 7
2022
Q3 		$5.24M Buy
135,861
+3,218
+2% +$136K 4.05% 7
2022
Q2 		$5.26M Sell
132,643
-52,778
-28% -$2.29M 3.77% 10
2022
Q1 		$8.74M Sell
185,421
-30,450
-14% -$1.42M 5.89% 4
2021
Q4 		$10.7M Sell
215,871
-28,418
-12% -$1.39M 7.63% 2
2021
Q3 		$11.3M Buy
244,289
+7,419
+3% +$350K 7.25% 3
2021
Q2 		$11.2M Buy
236,870
+10,403
+5% +$494K 7.17% 3
2021
Q1 		$10.4M Sell
226,467
-10,572
-4% -$464K 6.7% 3
2020
Q4 		$9.58M Buy
237,039
+22,179
+10% +$822K 6.02% 5
2020
Q3 		$7.01M Buy
214,860
+4,160
+2% +$137K 6.75% 5
2020
Q2 		$6.58M Sell
210,700
-17,570
-8% -$513K 6.4% 6
2020
Q1 		$5.78M Buy
+228,270
New +$7.47M 6.58% 5

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

ARQ Wealth Advisors's SPMD Position: Q2 2026 in Review

ARQ Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 18% in Q2 2026, selling an estimated $720K and leaving 51,859 shares worth $3.44M. The position accounts for 0.43% of the portfolio, ranked #74.

ARQ Wealth Advisors first reported a position in SPMD in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.3M in Q3 2021. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • ARQ Wealth Advisors held 51,859 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.44M as of Q2 2026.
  • ARQ Wealth Advisors sold 11,198 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $720K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.43% of ARQ Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • ARQ Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • ARQ Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $11.3M in Q3 2021.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.