BridgePort Financial Solutions’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

BridgePort Financial Solutions’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	–	Sell	-5,375	Closed	-$318K	–	251
2026 Q1	$318K	Sell	5,375 -13	-0.2%	-$791	0.09%	169
2025 Q4	$312K	Buy	5,388 +19	+0.4%	+$1.09K	0.08%	180
2025 Q3	$307K	Buy	5,369 +17	+0.3%	+$958	0.08%	176
2025 Q2	$291K	Buy	5,352 +20	+0.4%	+$1.03K	0.1%	155
2025 Q1	$273K	Buy	5,332 +18	+0.3%	+$981	0.12%	137
2024 Q4	$286K	Buy	+5,314	New	+$299K	0.13%	133

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

BridgePort Financial Solutions's SPMD Position: Q2 2026 in Review

BridgePort Financial Solutions sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 5,375 shares — an estimated $318K sold.

BridgePort Financial Solutions first reported a position in SPMD in Q4 2024 and held it in 6 quarters. The position peaked at $318K in Q1 2026. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

BridgePort Financial Solutions reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
BridgePort Financial Solutions sold 5,375 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $318K.
BridgePort Financial Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and held it in 6 quarters.
BridgePort Financial Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $318K in Q1 2026.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.