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

Cascade Financial Partners’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 		$16.7M Buy
247,468
+9,579
+4% +$616K 1.45% 12
2026
Q1 		$14.1M Buy
237,889
+9,557
+4% +$582K 1.45% 13
2025
Q4 		$13.2M Buy
228,332
+3,277
+1% +$188K 1.34% 13
2025
Q3 		$12.9M Sell
225,055
-1,181
-0.5% -$66.5K 1.48% 13
2025
Q2 		$12.3M Buy
226,236
+23,240
+11% +$1.2M 1.48% 13
2025
Q1 		$10.4M Buy
202,996
+9,758
+5% +$532K 1.31% 11
2024
Q4 		$10.6M Buy
193,238
+7,565
+4% +$426K 1.38% 11
2024
Q3 		$10.2M Buy
185,673
+3,631
+2% +$192K 1.28% 12
2024
Q2 		$9.34M Buy
182,042
+799
+0.4% +$41.2K 1.23% 12
2024
Q1 		$9.22M Buy
+181,243
New +$9.01M 1.33% 11

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Cascade Financial Partners's SPMD Position: Q2 2026 in Review

Cascade Financial Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4% in Q2 2026, buying an estimated $616K and bringing the position to 247,468 shares worth $16.7M. The position accounts for 1.45% of the portfolio, ranked #12.

Cascade Financial Partners 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.

  • Cascade Financial Partners held 247,468 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $16.7M as of Q2 2026.
  • Cascade Financial Partners bought 9,579 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $616K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.45% of Cascade Financial Partners's portfolio in Q2 2026, its #12 holding.
  • Cascade Financial Partners 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 Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.