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

BIP Wealth’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	$1.12M	Buy	16,620 +2,594	+18%	+$167K	0.03%	241
2026 Q1	$831K	Sell	14,026 -3,551	-20%	-$216K	0.03%	227
2025 Q4	$1.02M	Sell	17,577 -526	-3%	-$30.2K	0.04%	214
2025 Q3	$1.04M	Sell	18,103 -1,579	-8%	-$89K	0.05%	123
2025 Q2	$1.07M	Sell	19,682 -820	-4%	-$42.2K	0.07%	96
2025 Q1	$1.05M	Sell	20,502 -2,629	-11%	-$143K	0.07%	96
2024 Q4	$1.27M	Sell	23,131 -701	-3%	-$39.5K	0.08%	87
2024 Q3	$1.3M	Buy	23,832 +5,505	+30%	+$291K	0.09%	79
2024 Q2	$940K	Sell	18,327 -5,533	-23%	-$285K	0.08%	80
2024 Q1	$1.27M	Sell	23,860 -1,061	-4%	-$52.8K	0.09%	73
2023 Q4	$1.21M	Sell	24,921 -736	-3%	-$32.8K	0.1%	77
2023 Q3	$1.12M	Sell	25,657 -2,797	-10%	-$129K	0.1%	70
2023 Q2	$1.31M	Buy	28,454 +2,447	+9%	+$107K	0.11%	71
2023 Q1	$1.14M	Buy	+26,007	New	+$1.16M	0.13%	72

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

BIP Wealth's SPMD Position: Q2 2026 in Review

BIP Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 18% in Q2 2026, buying an estimated $167K and bringing the position to 16,620 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #241.

BIP Wealth first reported a position in SPMD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.31M in Q2 2023. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

BIP Wealth held 16,620 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.12M as of Q2 2026.
BIP Wealth bought 2,594 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $167K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #241 holding.
BIP Wealth 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.
BIP Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.31M in Q2 2023.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.