Comprehensive Money Management Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Comprehensive Money Management Services’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	$1.28M	Buy	18,900 +500	+3%	+$32.2K	0.8%	37
2026 Q1	$1.09M	Buy	18,400 +530	+3%	+$32.3K	0.71%	47
2025 Q4	$1.03M	Buy	17,870 +20	+0.1%	+$1.15K	0.71%	47
2025 Q3	$1.02M	Sell	17,850 -30	-0.2%	-$1.69K	0.72%	47
2025 Q2	$972K	Buy	17,880 +295	+2%	+$15.2K	0.74%	43
2025 Q1	$900K	Sell	17,585 -119	-0.7%	-$6.49K	0.73%	45
2024 Q4	$968K	Buy	+17,704	New	+$996K	0.8%	38

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 22.96% 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

Comprehensive Money Management Services's SPMD Position: Q2 2026 in Review

Comprehensive Money Management Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.7% in Q2 2026, buying an estimated $32.2K and bringing the position to 18,900 shares worth $1.28M. The position accounts for 0.8% of the portfolio, ranked #37.

Comprehensive Money Management Services first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Comprehensive Money Management Services held 18,900 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.28M as of Q2 2026.
Comprehensive Money Management Services bought 500 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $32.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.8% of Comprehensive Money Management Services's portfolio in Q2 2026, its #37 holding.
Comprehensive Money Management Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 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 Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.