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

Denver PWM’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 		$266K Hold
3,853
– – 0.09% 84
2026
Q1 		$250K Sell
3,853
-100
-3% -$6.09K 0.09% 81
2025
Q4 		$215K Hold
3,953
– – 0.07% 75
2025
Q3 		$215K Hold
3,953
– – 0.07% 77
2025
Q2 		$215K Hold
3,953
– – 0.07% 77
2025
Q1 		$202K Hold
3,953
– – 0.07% 70
2024
Q4 		$216K Buy
3,953
+100
+3% +$5.63K 0.08% 55
2024
Q3 		$211K Hold
3,853
– – 0.08% 60
2024
Q2 		$198K Buy
+3,853
New +$199K 0.08% 60
2019
Q4 		– Sell
-167
Closed -$5.63K – 195
2019
Q3 		$5.63K Buy
+167
New +$5.63K ﹤0.01% 203

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

Denver PWM's SPMD Position: Q2 2026 in Review

Denver PWM held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 3,853 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #84.

Denver PWM first reported a position in SPMD in Q3 2019 and has held it in 10 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Denver PWM held 3,853 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $266K as of Q2 2026.
  • Denver PWM 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 0.09% of Denver PWM's portfolio in Q2 2026, its #84 holding.
  • Denver PWM first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2019 and has held it in 10 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 Denver PWM's 13F filing for Q2 2026, filed 18 Aug 2026.