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SPMD icon

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

BFSG LLC’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 		$8.45K Hold
125
– – ﹤0.01% 585
2026
Q1 		$7.4K Hold
125
– – ﹤0.01% 584
2025
Q4 		$7.24K Sell
125
-13
-9% -$747 ﹤0.01% 569
2025
Q3 		$7.89K Buy
138
+13
+10% +$732 ﹤0.01% 560
2025
Q2 		$6.8K Hold
125
– – ﹤0.01% 544
2025
Q1 		$6.4K Buy
+125
New +$6.81K ﹤0.01% 538

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
Envestnet Portfolio Solutions
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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

BFSG LLC's SPMD Position: Q2 2026 in Review

BFSG LLC held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 125 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

BFSG LLC first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • BFSG LLC held 125 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $8.45K as of Q2 2026.
  • BFSG LLC left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #585 holding.
  • BFSG LLC 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.
  • 185 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.