Client 1st Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Client 1st Advisory Group’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	–	Sell	-3,711	Closed	-$220K	–	151
2026 Q1	$220K	Buy	3,711 +37	+1%	+$2.25K	0.07%	130
2025 Q4	$213K	Hold	3,674	–	–	0.07%	136
2025 Q3	$210K	Buy	+3,674	New	+$207K	0.07%	127
2020 Q2	–	Sell	-9,124	Closed	-$231K	–	68
2020 Q1	$231K	Sell	9,124 -6,403	-41%	-$209K	0.24%	49
2019 Q4	$563K	Buy	+15,527	New	+$541K	0.55%	32

Other funds holding SPMD

WAP

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Client 1st Advisory Group's SPMD Position: Q2 2026 in Review

Client 1st Advisory Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 3,711 shares — an estimated $220K sold.

Client 1st Advisory Group first reported a position in SPMD in Q4 2019 and held it in 5 quarters. The position peaked at $563K in Q4 2019. 168 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Client 1st Advisory Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Client 1st Advisory Group sold 3,711 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $220K.
Client 1st Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and held it in 5 quarters.
Client 1st Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $563K in Q4 2019.
168 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.