Diversify Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Diversify Advisory Services’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	$866K	Buy	+13,007	New	+$837K	0.01%	685
2026 Q1	–	Sell	-3,516	Closed	-$216K	–	765
2025 Q4	$216K	Buy	+3,516	New	+$202K	0.01%	849
2024 Q4	–	Sell	-8,696	Closed	-$479K	–	682
2024 Q3	$479K	Buy	8,696 +1,483	+21%	+$78.4K	0.03%	386
2024 Q2	$365K	Sell	7,213 -702	-9%	-$36.2K	0.02%	452
2024 Q1	$420K	Buy	+7,915	New	+$394K	0.02%	461

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

Diversify Advisory Services's SPMD Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 13,007 shares worth $866K. The stake represents 0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPMD as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPMD in Q1 2024 and has held it in 5 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Diversify Advisory Services held 13,007 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $866K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Diversify Advisory Services position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #685 holding.
Diversify Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 5 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 Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.