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

Delta Wealth Advisors’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	$1.66M	Buy	24,624 +2,448	+11%	+$157K	1.19%	20
2026 Q1	$1.31M	Buy	22,176 +848	+4%	+$51.6K	1%	21
2025 Q4	$1.24M	Buy	21,328 +14	+0.1%	+$804	1.03%	21
2025 Q3	$1.22M	Sell	21,314 -1,270	-6%	-$71.5K	0.95%	19
2025 Q2	$1.23M	Buy	22,584 +41	+0.2%	+$2.11K	1.03%	17
2025 Q1	$1.15M	Buy	22,543 +3,612	+19%	+$197K	1.05%	17
2024 Q4	$1.04M	Sell	18,931 -480	-2%	-$27K	0.98%	17
2024 Q3	$1.06M	Buy	19,411 +47	+0.2%	+$2.48K	1.02%	18
2024 Q2	$993K	Sell	19,364 -1,447	-7%	-$74.7K	0.97%	20
2024 Q1	$1.11M	Buy	+20,811	New	+$1.04M	1.15%	22

Other funds holding SPMD

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WAP

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Delta Wealth Advisors's SPMD Position: Q2 2026 in Review

Delta Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 11% in Q2 2026, buying an estimated $157K and bringing the position to 24,624 shares worth $1.66M. The position accounts for 1.19% of the portfolio, ranked #20.

Delta Wealth Advisors first reported a position in SPMD in Q1 2024 and has held it in 10 quarters since. 305 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Delta Wealth Advisors held 24,624 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.66M as of Q2 2026.
Delta Wealth Advisors bought 2,448 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $157K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.19% of Delta Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Delta Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
305 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.