Atlanta Consulting Group Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Atlanta Consulting Group 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	$4.75M	Buy	70,329 +1	+0%	+$64	0.75%	24
2026 Q1	$4.16M	Sell	70,328 -10,045	-12%	-$611K	0.9%	20
2025 Q4	$4.65M	Buy	80,373 +462	+0.6%	+$26.5K	1.05%	17
2025 Q3	$4.57M	Buy	+79,911	New	+$4.5M	1.12%	17

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

Atlanta Consulting Group Advisors's SPMD Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0% in Q2 2026, buying an estimated $64 and bringing the position to 70,329 shares worth $4.75M. The position accounts for 0.75% of the portfolio, ranked #24.

Atlanta Consulting Group Advisors first reported a position in SPMD in Q3 2025 and has held it in 4 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Atlanta Consulting Group Advisors held 70,329 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.75M as of Q2 2026.
Atlanta Consulting Group Advisors bought 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q2 2026, an estimated $64.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.75% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #24 holding.
Atlanta Consulting Group Advisors 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.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.