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

Barnes Dennig Private 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 		$331K Buy
4,896
+1,863
+61% +$120K 0.26% 62
2026
Q1 		$180K Buy
3,033
+2,209
+268% +$134K 0.18% 78
2025
Q4 		$47.7K Buy
824
+494
+150% +$28.4K 0.05% 151
2025
Q3 		$18.9K Buy
330
+73
+28% +$4.11K 0.02% 197
2025
Q2 		$14K Buy
+257
New +$13.2K 0.02% 178

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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

Barnes Dennig Private Wealth Management's SPMD Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 61% in Q2 2026, buying an estimated $120K and bringing the position to 4,896 shares worth $331K. The position accounts for 0.26% of the portfolio, ranked #62.

Barnes Dennig Private Wealth Management first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 565 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 4,896 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $331K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 1,863 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $120K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.26% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Barnes Dennig Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 565 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.