Asset One Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Asset One Wealth 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	$1.31M	Sell	19,732 -1,837	-9%	-$118K	0.14%	133
2026 Q1	$1.38M	Sell	21,569 -389	-2%	-$23.7K	0.15%	132
2025 Q4	$1.33M	Buy	+21,958	New	+$1.26M	0.18%	115

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

Asset One Wealth Management's SPMD Position: Q2 2026 in Review

Asset One Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.5% in Q2 2026, selling an estimated $118K and leaving 19,732 shares worth $1.31M. The position accounts for 0.14% of the portfolio, ranked #133.

Asset One Wealth Management first reported a position in SPMD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q1 2026. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Asset One Wealth Management held 19,732 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.31M as of Q2 2026.
Asset One Wealth Management sold 1,837 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $118K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.14% of Asset One Wealth Management's portfolio in Q2 2026, its #133 holding.
Asset One Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
Asset One Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.38M in Q1 2026.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.