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

Atomi Financial Group’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 		$1.04M Sell
15,435
-694
-4% -$44.6K 0.03% 455
2026
Q1 		$955K Sell
16,129
-293
-2% -$17.8K 0.03% 454
2025
Q4 		$951K Sell
16,422
-161
-1% -$9.25K 0.03% 427
2025
Q3 		$948K Buy
16,583
+126
+0.8% +$7.1K 0.03% 397
2025
Q2 		$895K Buy
16,457
+6,110
+59% +$315K 0.03% 376
2025
Q1 		$530K Buy
10,347
+536
+5% +$29.2K 0.02% 511
2024
Q4 		$537K Sell
9,811
-1,171
-11% -$65.9K 0.03% 453
2024
Q3 		$601K Sell
10,982
-291
-3% -$15.4K 0.04% 388
2024
Q2 		$578K Sell
11,273
-3,621
-24% -$187K 0.04% 350
2024
Q1 		$794K Buy
14,894
+4,195
+39% +$209K 0.07% 228
2023
Q4 		$521K Buy
10,699
+2,191
+26% +$97.6K 0.07% 256
2023
Q3 		$373K Buy
8,508
+3,950
+87% +$182K 0.12% 195
2023
Q2 		$209K Buy
+4,558
New +$199K 0.1% 244

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

Atomi Financial Group's SPMD Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.3% in Q2 2026, selling an estimated $44.6K and leaving 15,435 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #455.

Atomi Financial Group 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.

  • Atomi Financial Group held 15,435 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.04M as of Q2 2026.
  • Atomi Financial Group sold 694 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $44.6K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #455 holding.
  • Atomi Financial Group 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 Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.