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

Balance 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	$1.14M	Buy	16,832 +4,331	+35%	+$279K	0.3%	60
2026 Q1	$740K	Sell	12,501 -17,579	-58%	-$1.07M	0.23%	71
2025 Q4	$1.74M	Buy	30,080 +5,841	+24%	+$336K	0.56%	40
2025 Q3	$1.39M	Buy	24,239 +1,292	+6%	+$72.8K	0.34%	49
2025 Q2	$1.25M	Sell	22,947 -1,016	-4%	-$52.3K	0.73%	38
2025 Q1	$1.23M	Buy	+23,963	New	+$1.31M	0.8%	36

Other funds holding SPMD

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Balance Wealth's SPMD Position: Q2 2026 in Review

Balance Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 35% in Q2 2026, buying an estimated $279K and bringing the position to 16,832 shares worth $1.14M. The position accounts for 0.3% of the portfolio, ranked #60.

Balance Wealth first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.74M in Q4 2025. 281 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Balance Wealth held 16,832 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.14M as of Q2 2026.
Balance Wealth bought 4,331 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $279K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.3% of Balance Wealth's portfolio in Q2 2026, its #60 holding.
Balance Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
Balance Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.74M in Q4 2025.
281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.