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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
GT
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. 303 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.
  • 303 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.