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

Balboa Wealth Partners’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	$261K	Sell	3,860 -1,971	-34%	-$127K	0.04%	380
2026 Q1	$345K	Sell	5,831 -168	-3%	-$10.2K	0.06%	275
2025 Q4	$347K	Buy	5,999 +43	+0.7%	+$2.47K	0.06%	254
2025 Q3	$341K	Sell	5,956 -54	-0.9%	-$3.04K	0.06%	253
2025 Q2	$327K	Sell	6,010 -141	-2%	-$7.26K	0.07%	234
2025 Q1	$315K	Buy	6,151 +832	+16%	+$45.4K	0.08%	190
2024 Q4	$291K	Sell	5,319 -382	-7%	-$21.5K	0.07%	218
2024 Q3	$312K	Buy	5,701 +27	+0.5%	+$1.43K	0.08%	185
2024 Q2	$291K	Buy	5,674 +196	+4%	+$10.1K	0.08%	194
2024 Q1	$292K	Buy	5,478 +226	+4%	+$11.2K	0.09%	170
2023 Q4	$256K	Sell	5,252 -120	-2%	-$5.35K	0.09%	183
2023 Q3	$235K	Sell	5,372 -21	-0.4%	-$965	0.09%	190
2023 Q2	$247K	Buy	+5,393	New	+$236K	0.09%	189

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

Balboa Wealth Partners's SPMD Position: Q2 2026 in Review

Balboa Wealth Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 34% in Q2 2026, selling an estimated $127K and leaving 3,860 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #380.

Balboa Wealth Partners first reported a position in SPMD in Q2 2023 and has held it in 13 quarters since. The position peaked at $347K in Q4 2025. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Balboa Wealth Partners held 3,860 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $261K as of Q2 2026.
Balboa Wealth Partners sold 1,971 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $127K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #380 holding.
Balboa Wealth Partners 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.
Balboa Wealth Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $347K in Q4 2025.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.