Center for Financial Planning’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Center for Financial Planning’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	$32.5K	Hold	481	–	–	﹤0.01%	377
2026 Q1	$28.5K	Sell	481 -32	-6%	-$1.95K	﹤0.01%	374
2025 Q4	$29.7K	Buy	513 +32	+7%	+$1.84K	﹤0.01%	364
2025 Q3	$27.5K	Hold	481	–	–	﹤0.01%	378
2025 Q2	$26.2K	Hold	481	–	–	﹤0.01%	363
2025 Q1	$24.6K	Hold	481	–	–	﹤0.01%	366
2024 Q4	$26.3K	Buy	+481	New	+$27.1K	﹤0.01%	321
2022 Q4	–	Sell	-92	Closed	-$4K	–	651
2022 Q3	$4K	Buy	+92	New	+$3.9K	﹤0.01%	451

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Center for Financial Planning's SPMD Position: Q2 2026 in Review

Center for Financial Planning held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 481 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Center for Financial Planning first reported a position in SPMD in Q3 2022 and has held it in 8 quarters since. 281 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Center for Financial Planning held 481 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $32.5K as of Q2 2026.
Center for Financial Planning 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 Center for Financial Planning's portfolio in Q2 2026, its #377 holding.
Center for Financial Planning first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and has held it in 8 quarters since.
281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.