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

Clark Wealth 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 		$18K Buy
+267
New +$17.2K 0.01% 189
2025
Q3 		– Sell
-4
Closed -$218 – 635
2025
Q2 		$218 Buy
+4
New +$206 ﹤0.01% 510

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 22.9% 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

Clark Wealth Partners's SPMD Position: Q2 2026 in Review

Clark Wealth Partners opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 267 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #189 among its holdings. This is a return to the name: Clark Wealth Partners previously reported a position in SPMD as recently as Q2 2025.

Clark Wealth Partners first reported a position in SPMD in Q2 2025 and has held it in 2 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Clark Wealth Partners held 267 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $18K as of Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Clark Wealth Partners position in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #189 holding.
  • Clark Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 2 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 Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.