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Ashton Thomas Private Wealth’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Ashton Thomas Private Wealth’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 		$200K Sell
2,958
-45
-1% -$2.9K ﹤0.01% 1154
2026
Q1 		$178K Buy
+3,003
New +$183K ﹤0.01% 1075
2024
Q3 		– Sell
-1,165
Closed -$59.8K – 1663
2024
Q2 		$59.8K Buy
+1,165
New +$60.1K ﹤0.01% 871

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

Ashton Thomas Private Wealth's SPMD Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.5% in Q2 2026, selling an estimated $2.9K and leaving 2,958 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Ashton Thomas Private Wealth first reported a position in SPMD in Q2 2024 and has held it in 3 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Ashton Thomas Private Wealth held 2,958 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $200K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 45 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.9K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1154 holding.
  • Ashton Thomas Private Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 3 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 Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.