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

Bernard 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	$25.7K	Buy	380 +5	+1%	+$322	0.01%	173
2026 Q1	$22.2K	Sell	375 -190	-34%	-$11.6K	0.01%	177
2025 Q4	$32.7K	Hold	565	–	–	0.01%	148
2025 Q3	$32.3K	Buy	+565	New	+$31.8K	0.01%	150

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

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

Bernard Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.3% in Q2 2026, buying an estimated $322 and bringing the position to 380 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #173.

Bernard Wealth Management first reported a position in SPMD in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.7K in Q4 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Bernard Wealth Management held 380 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $25.7K as of Q2 2026.
Bernard Wealth Management bought 5 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $322.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #173 holding.
Bernard Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
Bernard Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $32.7K in Q4 2025.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.