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

Destination 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	$493K	Hold	7,293	–	–	0.01%	220
2026 Q1	$432K	Sell	7,293 -158	-2%	-$9.62K	0.01%	220
2025 Q4	$431K	Sell	7,451 -1,127	-13%	-$64.7K	0.01%	213
2025 Q3	$491K	Sell	8,578 -263	-3%	-$14.8K	0.01%	183
2025 Q2	$481K	Sell	8,841 -1,895	-18%	-$97.6K	0.01%	178
2025 Q1	$549K	Buy	10,736 +214	+2%	+$11.7K	0.02%	160
2024 Q4	$575K	Hold	10,522	–	–	0.02%	151
2024 Q3	$575K	Buy	+10,522	New	+$556K	0.02%	150

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

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

Destination Wealth Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 7,293 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #220.

Destination Wealth Management first reported a position in SPMD in Q3 2024 and has held it in 8 quarters since. The position peaked at $575K in Q4 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Destination Wealth Management held 7,293 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $493K as of Q2 2026.
Destination Wealth Management 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 Destination Wealth Management's portfolio in Q2 2026, its #220 holding.
Destination Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
Destination Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $575K in Q4 2024.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.