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

Atlas Private Wealth 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 		$37.8M Buy
559,902
+9,664
+2% +$622K 8.28% 1
2026
Q1 		$32.6M Sell
550,238
-216
-0% -$13.1K 7.67% 1
2025
Q4 		$31.9M Buy
550,454
+24,742
+5% +$1.42M 7.45% 1
2025
Q3 		$30.1M Sell
525,712
-897,408
-63% -$50.6M 7.36% 1
2025
Q2 		$77.4M Sell
1,423,120
-44,298
-3% -$2.28M 9.96% 1
2025
Q1 		$75.1M Buy
1,467,418
+162,347
+12% +$8.85M 10.47% 1
2024
Q4 		$71.4M Buy
1,305,071
+19,496
+2% +$1.1M 10.12% 1
2024
Q3 		$70.3M Sell
1,285,575
-5,676
-0.4% -$300K 10.19% 1
2024
Q2 		$66.2M Buy
1,291,251
+652,453
+102% +$33.7M 10.77% 1
2024
Q1 		$34.1M Sell
638,798
-487,840
-43% -$24.3M 11.39% 1
2023
Q4 		$54.9M Sell
1,126,638
-129,915
-10% -$5.79M 10.2% 1
2023
Q3 		$55M Buy
1,256,553
+175,068
+16% +$8.05M 10.4% 1
2023
Q2 		$49.6M Buy
1,081,485
+585,073
+118% +$25.6M 10.05% 1
2023
Q1 		$21.8M Buy
496,412
+64,562
+15% +$2.89M 10.08% 1
2022
Q4 		$18.4M Buy
431,850
+53,052
+14% +$2.25M 9.78% 1
2022
Q3 		$14.6M Buy
378,798
+58,219
+18% +$2.47M 8.77% 1
2022
Q2 		$12.7M Buy
+320,579
New +$13.9M 7.63% 1

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

Atlas Private Wealth Advisors's SPMD Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.8% in Q2 2026, buying an estimated $622K and bringing the position to 559,902 shares worth $37.8M. The position accounts for 8.28% of the portfolio, ranked #1.

Atlas Private Wealth Advisors first reported a position in SPMD in Q2 2022 and has held it in 17 quarters since. The position peaked at $77.4M in Q2 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Atlas Private Wealth Advisors held 559,902 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $37.8M as of Q2 2026.
  • Atlas Private Wealth Advisors bought 9,664 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $622K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 8.28% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Atlas Private Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $77.4M in Q2 2025.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.