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

BCS 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 		$1.46M Buy
21,678
+1,713
+9% +$110K 0.26% 79
2026
Q1 		$1.18M Sell
19,965
-15,704
-44% -$956K 0.24% 89
2025
Q4 		$2.07M Buy
35,669
+18,631
+109% +$1.07M 0.21% 97
2025
Q3 		$974K Buy
17,038
+1,950
+13% +$110K 0.22% 88
2025
Q2 		$821K Sell
15,088
-220
-1% -$11.3K 0.18% 114
2025
Q1 		$783K Buy
15,308
+570
+4% +$31.1K 0.2% 98
2024
Q4 		$806K Buy
14,738
+3,810
+35% +$214K 0.2% 98
2024
Q3 		$598K Sell
10,928
-833
-7% -$44K 0.25% 84
2024
Q2 		$603K Buy
11,761
+723
+7% +$37.3K 0.29% 73
2024
Q1 		$589K Buy
11,038
+369
+3% +$18.4K 0.19% 116
2023
Q4 		$520K Buy
10,669
+1,882
+21% +$83.8K 0.19% 117
2023
Q3 		$385K Buy
8,787
+1,672
+23% +$76.9K 0.16% 126
2023
Q2 		$327K Buy
7,115
+916
+15% +$40K 0.24% 79
2023
Q1 		$272K Buy
+6,199
New +$277K 0.12% 127

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

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

BCS Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.6% in Q2 2026, buying an estimated $110K and bringing the position to 21,678 shares worth $1.46M. The position accounts for 0.26% of the portfolio, ranked #79.

BCS Wealth Management first reported a position in SPMD in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.07M in Q4 2025. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • BCS Wealth Management held 21,678 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.46M as of Q2 2026.
  • BCS Wealth Management bought 1,713 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $110K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.26% of BCS Wealth Management's portfolio in Q2 2026, its #79 holding.
  • BCS Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • BCS Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.07M 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 BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.