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

Bullock Wealth Management’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	$5.84K	Hold	87	–	–	﹤0.01%	494
2026 Q1	$5.21K	Hold	87	–	–	﹤0.01%	500
2025 Q4	$5.05K	Hold	87	–	–	﹤0.01%	472
2025 Q3	$5K	Hold	87	–	–	﹤0.01%	486
2025 Q2	$4.8K	Hold	87	–	–	﹤0.01%	465
2025 Q1	$4.49K	Hold	87	–	–	﹤0.01%	453
2024 Q4	$4.77K	Hold	87	–	–	﹤0.01%	451
2024 Q3	$4.73K	Hold	87	–	–	﹤0.01%	436
2024 Q2	$4.43K	Hold	87	–	–	﹤0.01%	421
2024 Q1	$4.62K	Buy	+87	New	+$4.33K	﹤0.01%	429

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

Bullock Wealth Management's SPMD Position: Q2 2026 in Review

Bullock Wealth Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 87 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Bullock Wealth Management first reported a position in SPMD in Q1 2024 and has held it in 10 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Bullock Wealth Management held 87 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.84K as of Q2 2026.
Bullock Wealth Management 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 Bullock Wealth Management's portfolio in Q2 2026, its #494 holding.
Bullock Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.