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

DecisionPoint Financial’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	$64.5K	Hold	963	–	–	0.01%	92
2026 Q1	$57K	Buy	963 +211	+28%	+$12.8K	0.01%	84
2025 Q4	$43.5K	Buy	752 +140	+23%	+$8.04K	0.01%	97
2025 Q3	$35.1K	Hold	612	–	–	0.01%	91
2025 Q2	$33.7K	Hold	612	–	–	0.01%	100
2025 Q1	$31.3K	Hold	612	–	–	0.01%	102
2024 Q4	$33.5K	Hold	612	–	–	0.01%	96
2024 Q3	$33.5K	Hold	612	–	–	0.01%	96
2024 Q2	$33.2K	Hold	612	–	–	0.01%	96
2024 Q1	$31.1K	Hold	612	–	–	0.01%	96
2023 Q4	$29.8K	Sell	612 -10	-2%	-$446	0.01%	92
2023 Q3	$27.2K	Buy	+622	New	+$28.6K	0.01%	88

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

DecisionPoint Financial's SPMD Position: Q2 2026 in Review

DecisionPoint Financial held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 963 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #92.

DecisionPoint Financial first reported a position in SPMD in Q3 2023 and has held it in 12 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

DecisionPoint Financial held 963 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $64.5K as of Q2 2026.
DecisionPoint Financial 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 DecisionPoint Financial's portfolio in Q2 2026, its #92 holding.
DecisionPoint Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 12 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 DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.