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

Destiny Capital’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 		$3.29M Sell
48,662
-508
-1% -$32.7K 1.53% 13
2026
Q1 		$2.91M Sell
49,170
-661
-1% -$40.2K 1.55% 13
2025
Q4 		$2.89M Sell
49,831
-200
-0.4% -$11.5K 1.49% 13
2025
Q3 		$2.86M Sell
50,031
-196
-0.4% -$11K 1.56% 11
2025
Q2 		$2.73M Buy
50,227
+992
+2% +$51.1K 1.65% 11
2025
Q1 		$2.52M Sell
49,235
-249
-0.5% -$13.6K 1.72% 12
2024
Q4 		$2.71M Sell
49,484
-916
-2% -$51.5K 1.64% 14
2024
Q3 		$2.75M Sell
50,400
-1,296
-3% -$68.5K 1.7% 14
2024
Q2 		$2.65M Sell
51,696
-3,053
-6% -$158K 1.81% 14
2024
Q1 		$2.92M Sell
54,749
-2,375
-4% -$118K 2.04% 14
2023
Q4 		$2.78M Buy
+57,124
New +$2.54M 1.94% 16
2023
Q2 		$2.92M Sell
63,554
-531
-0.8% -$23.2K 2.27% 12
2023
Q1 		$2.82M Sell
64,085
-287
-0.4% -$12.8K 2.29% 12
2022
Q4 		$2.97M Buy
+64,372
New +$2.73M 2.44% 11

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

Destiny Capital's SPMD Position: Q2 2026 in Review

Destiny Capital reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1% in Q2 2026, selling an estimated $32.7K and leaving 48,662 shares worth $3.29M. The position accounts for 1.53% of the portfolio, ranked #13.

Destiny Capital first reported a position in SPMD in Q4 2022 and has held it in 14 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Destiny Capital held 48,662 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.29M as of Q2 2026.
  • Destiny Capital sold 508 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $32.7K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.53% of Destiny Capital's portfolio in Q2 2026, its #13 holding.
  • Destiny Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 14 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 Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.