Bill Few Associates’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bill Few Associates’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	$7.24M	Buy	107,104 +2,815	+3%	+$181K	1.54%	13
2026 Q1	$6.18M	Buy	104,289 +2,852	+3%	+$174K	1.48%	13
2025 Q4	$5.87M	Buy	101,437 +6,142	+6%	+$353K	1.44%	13
2025 Q3	$5.45M	Buy	95,295 +2,949	+3%	+$166K	1.4%	14
2025 Q2	$5.02M	Buy	92,346 +32,015	+53%	+$1.65M	1.42%	16
2025 Q1	$3.09M	Buy	60,331 +1,351	+2%	+$73.6K	1.1%	29
2024 Q4	$3.23M	Buy	58,980 +3,987	+7%	+$224K	1.13%	27
2024 Q3	$3.01M	Buy	54,993 +4,482	+9%	+$237K	1.07%	29
2024 Q2	$2.59M	Buy	50,511 +11,814	+31%	+$610K	0.99%	30
2024 Q1	$2.06M	Buy	38,697 +4,498	+13%	+$224K	0.84%	32
2023 Q4	$1.67M	Buy	34,199 +14,111	+70%	+$629K	0.76%	36
2023 Q3	$880K	Buy	20,088 +2,926	+17%	+$135K	0.46%	53
2023 Q2	$788K	Buy	17,162 +3,123	+22%	+$136K	0.41%	55
2023 Q1	$617K	Buy	14,039 +7,931	+130%	+$355K	0.34%	60
2022 Q4	$260K	Buy	+6,108	New	+$259K	0.15%	106

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

Bill Few Associates's SPMD Position: Q2 2026 in Review

Bill Few Associates increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.7% in Q2 2026, buying an estimated $181K and bringing the position to 107,104 shares worth $7.24M. The position accounts for 1.54% of the portfolio, ranked #13.

Bill Few Associates first reported a position in SPMD in Q4 2022 and has held it in 15 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Bill Few Associates held 107,104 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.24M as of Q2 2026.
Bill Few Associates bought 2,815 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $181K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.54% of Bill Few Associates's portfolio in Q2 2026, its #13 holding.
Bill Few Associates first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 15 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.