AWM
SPMD icon

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

Axxcess 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 		$729K Sell
10,788
-2,343
-18% -$151K 0.01% 612
2026
Q1 		$778K Sell
13,131
-1,808
-12% -$110K 0.02% 259
2025
Q4 		$865K Sell
14,939
-1,501
-9% -$86.2K 0.02% 538
2025
Q3 		$940K Sell
16,440
-1,550
-9% -$87.3K 0.02% 459
2025
Q2 		$978K Buy
17,990
+3,015
+20% +$155K 0.02% 430
2025
Q1 		$766K Buy
14,975
+1,034
+7% +$56.4K 0.02% 456
2024
Q4 		$762K Sell
13,941
-2,036
-13% -$115K 0.02% 462
2024
Q3 		$874K Sell
15,977
-1,495
-9% -$79.1K 0.02% 419
2024
Q2 		$896K Buy
17,472
+183
+1% +$9.44K 0.02% 396
2024
Q1 		$922K Sell
17,289
-5,272
-23% -$262K 0.03% 390
2023
Q4 		$1.1M Buy
22,561
+4,349
+24% +$194K 0.03% 338
2023
Q3 		$798K Sell
18,212
-3,751
-17% -$172K 0.03% 358
2023
Q2 		$1.01M Buy
21,963
+10,852
+98% +$474K 0.07% 229
2023
Q1 		$488K Buy
11,111
+1,455
+15% +$65.1K 0.04% 375
2022
Q4 		$410K Sell
9,656
-5,020
-34% -$213K 0.03% 391
2022
Q3 		$566K Buy
14,676
+1,418
+11% +$60.1K 0.05% 296
2022
Q2 		$526K Buy
13,258
+6,072
+84% +$263K 0.05% 299
2022
Q1 		$339K Sell
7,186
-1
-0% -$47 0.03% 446
2021
Q4 		$357K Buy
+7,187
New +$351K 0.03% 437

Other funds holding SPMD

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Axxcess Wealth Management's SPMD Position: Q2 2026 in Review

Axxcess Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 18% in Q2 2026, selling an estimated $151K and leaving 10,788 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #612.

Axxcess Wealth Management first reported a position in SPMD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2023. 528 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Axxcess Wealth Management held 10,788 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $729K as of Q2 2026.
  • Axxcess Wealth Management sold 2,343 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $151K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #612 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.1M in Q4 2023.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.