Capstone Wealth Management Group (Pennsylvania)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$232K	Sell	3,433 -360	-9%	-$23.2K	0.08%	91
2026 Q1	$225K	Sell	3,793 -11	-0.3%	-$670	0.09%	89
2025 Q4	$220K	Sell	3,804 -145	-4%	-$8.33K	0.09%	76
2025 Q3	$226K	Sell	3,949 -1,116	-22%	-$62.9K	0.1%	73
2025 Q2	$275K	Sell	5,065 -2,422	-32%	-$125K	0.26%	45
2025 Q1	$383K	Sell	7,487 -17,445	-70%	-$951K	0.22%	57
2024 Q4	$1.36M	Buy	+24,932	New	+$1.4M	0.73%	32
2023 Q1	–	Sell	-16,940	Closed	-$720K	–	61
2022 Q4	$720K	Sell	16,940 -3,067	-15%	-$130K	0.77%	30
2022 Q3	$771K	Buy	20,007 +788	+4%	+$33.4K	0.99%	27
2022 Q2	$763K	Buy	19,219 +1,278	+7%	+$55.4K	0.92%	27
2022 Q1	$846K	Buy	17,941 +462	+3%	+$21.6K	0.85%	28
2021 Q4	$869K	Buy	+17,479	New	+$854K	0.71%	29

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

Capstone Wealth Management Group (Pennsylvania)'s SPMD Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 9.5% in Q2 2026, selling an estimated $23.2K and leaving 3,433 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #91.

Capstone Wealth Management Group (Pennsylvania) first reported a position in SPMD in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.36M in Q4 2024. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 3,433 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $232K as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) sold 360 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $23.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #91 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 12 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.36M in Q4 2024.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.