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

Aspetuck Financial Management’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	$4.31M	Buy	63,723 +106	+0.2%	+$6.82K	2.53%	12
2026 Q1	$3.77M	Buy	63,617 +957	+2%	+$58.3K	2.58%	11
2025 Q4	$3.63M	Buy	62,660 +840	+1%	+$48.3K	2.44%	11
2025 Q3	$3.54M	Sell	61,820 -150	-0.2%	-$8.45K	2.42%	13
2025 Q2	$3.37M	Sell	61,970 -65	-0.1%	-$3.35K	2.54%	12
2025 Q1	$3.17M	Buy	62,035 +6,530	+12%	+$356K	2.73%	10
2024 Q4	$3.04M	Buy	+55,505	New	+$3.12M	2.37%	13

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

Aspetuck Financial Management's SPMD Position: Q2 2026 in Review

Aspetuck Financial Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.17% in Q2 2026, buying an estimated $6.82K and bringing the position to 63,723 shares worth $4.31M. The position accounts for 2.53% of the portfolio, ranked #12.

Aspetuck Financial Management first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Aspetuck Financial Management held 63,723 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.31M as of Q2 2026.
Aspetuck Financial Management bought 106 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $6.82K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.53% of Aspetuck Financial Management's portfolio in Q2 2026, its #12 holding.
Aspetuck Financial Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 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 Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.