CWM
SPMD icon

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

Cornerstone Wealth Management’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 		$74.9M Sell
1,107,956
-8,168
-0.7% -$526K 3.22% 3
2026
Q1 		$66.1M Buy
1,116,124
+1,086
+0.1% +$66.1K 3.31% 3
2025
Q4 		$64.6M Buy
1,115,038
+18,009
+2% +$1.03M 3.36% 3
2025
Q3 		$62.7M Buy
1,097,029
+24,253
+2% +$1.37M 3.47% 3
2025
Q2 		$58.3M Buy
1,072,776
+34,344
+3% +$1.77M 3.54% 3
2025
Q1 		$53.1M Buy
1,038,432
+43,581
+4% +$2.38M 3.6% 3
2024
Q4 		$54.4M Buy
994,851
+46,530
+5% +$2.62M 3.67% 3
2024
Q3 		$51.9M Buy
948,321
+44,287
+5% +$2.34M 3.65% 3
2024
Q2 		$46.4M Buy
904,034
+37,577
+4% +$1.94M 3.57% 3
2024
Q1 		$46.2M Buy
866,457
+7,094
+0.8% +$353K 3.74% 3
2023
Q4 		$41.9M Buy
859,363
+302,817
+54% +$13.5M 3.6% 3
2023
Q3 		$24.4M Sell
556,546
-230,158
-29% -$10.6M 2.3% 5
2023
Q2 		$36.1M Buy
786,704
+20,285
+3% +$886K 3.22% 4
2023
Q1 		$33.7M Buy
+766,419
New +$34.3M 3.31% 4
2022
Q3 		$30.1M Sell
779,515
-19,776
-2% -$839K 3.35% 4
2022
Q2 		$31.7M Buy
799,291
+106,715
+15% +$4.63M 3.52% 4
2022
Q1 		$32.7M Buy
692,576
+683,321
+7,383% +$32M 3.17% 4
2021
Q4 		$462K Buy
9,255
+1,378
+17% +$67.3K 0.04% 301
2021
Q3 		$364K Buy
7,877
+1,355
+21% +$64K 0.04% 321
2021
Q2 		$308K Buy
6,522
+44
+0.7% +$2.09K 0.03% 361
2021
Q1 		$296K Buy
6,478
+749
+13% +$32.9K 0.04% 351
2020
Q4 		$231K Buy
+5,729
New +$212K 0.03% 373

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

Cornerstone Wealth Management's SPMD Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.73% in Q2 2026, selling an estimated $526K and leaving 1,107,956 shares worth $74.9M. The position accounts for 3.22% of the portfolio, ranked #3.

Cornerstone Wealth Management first reported a position in SPMD in Q4 2020 and has held it in 22 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Cornerstone Wealth Management held 1,107,956 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $74.9M as of Q2 2026.
  • Cornerstone Wealth Management sold 8,168 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $526K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.22% of Cornerstone Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.