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

Atlantic 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	$6.16K	Hold	91	–	–	﹤0.01%	191
2026 Q1	$5.38K	Hold	91	–	–	﹤0.01%	207
2025 Q4	$5.25K	Buy	91 +1	+1%	+$57	﹤0.01%	209
2025 Q3	$5.17K	Hold	90	–	–	﹤0.01%	193
2025 Q2	$4.89K	Hold	90	–	–	﹤0.01%	192
2025 Q1	$4.59K	Buy	90 +1	+1%	+$55	﹤0.01%	189
2024 Q4	$4.89K	Hold	89	–	–	﹤0.01%	182
2024 Q3	$4.87K	Hold	89	–	–	﹤0.01%	164
2024 Q2	$4.55K	Buy	89 +1	+1%	+$52	﹤0.01%	90
2024 Q1	$4.71K	Hold	88	–	–	﹤0.01%	98
2023 Q4	$4.29K	Hold	88	–	–	﹤0.01%	92
2023 Q3	$3.84K	Buy	88 +1	+1%	+$46	﹤0.01%	96
2023 Q2	$4.01K	Buy	+87	New	+$3.8K	﹤0.01%	89

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

Atlantic Private Wealth's SPMD Position: Q2 2026 in Review

Atlantic Private Wealth held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 91 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Atlantic Private Wealth first reported a position in SPMD in Q2 2023 and has held it in 13 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Atlantic Private Wealth held 91 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.16K as of Q2 2026.
Atlantic Private Wealth left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #191 holding.
Atlantic Private Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 13 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 Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.