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

Brighton Jones 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	$346K	Sell	5,124 -6,626	-56%	-$426K	0.01%	975
2026 Q1	$696K	Buy	+11,750	New	+$715K	0.02%	565
2025 Q4	–	Sell	-6,874	Closed	-$393K	–	822
2025 Q3	$393K	Sell	6,874 -138	-2%	-$7.78K	0.01%	709
2025 Q2	$381K	Sell	7,012 -1,461	-17%	-$75.2K	0.01%	630
2025 Q1	$434K	Buy	8,473 +1,926	+29%	+$105K	0.01%	432
2024 Q4	$358K	Buy	6,547 +2,282	+54%	+$128K	0.01%	468
2024 Q3	$233K	Sell	4,265 -58	-1%	-$3.07K	0.01%	494
2024 Q2	$222K	Buy	+4,323	New	+$223K	0.01%	551

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 22.9% 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

Brighton Jones LLC's SPMD Position: Q2 2026 in Review

Brighton Jones LLC reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 56% in Q2 2026, selling an estimated $426K and leaving 5,124 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #975.

Brighton Jones LLC first reported a position in SPMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $696K in Q1 2026. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Brighton Jones LLC held 5,124 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $346K as of Q2 2026.
Brighton Jones LLC sold 6,626 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $426K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #975 holding.
Brighton Jones LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 8 quarters since.
Brighton Jones LLC's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $696K in Q1 2026.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.