Ellenbecker Investment Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Ellenbecker Investment Group’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	$28.5M	Buy	421,419 +39,687	+10%	+$2.55M	3.31%	9
2026 Q1	$22.6M	Buy	381,732 +34,412	+10%	+$2.09M	3.04%	9
2025 Q4	$20.1M	Buy	347,320 +28,314	+9%	+$1.63M	2.81%	9
2025 Q3	$18.2M	Buy	319,006 +24,143	+8%	+$1.36M	2.69%	9
2025 Q2	$16M	Buy	294,863 +56,461	+24%	+$2.91M	2.59%	9
2025 Q1	$12.2M	Buy	238,402 +108,022	+83%	+$5.89M	2.19%	9
2024 Q4	$7.13M	Buy	+130,380	New	+$7.34M	1.28%	13

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

Ellenbecker Investment Group's SPMD Position: Q2 2026 in Review

Ellenbecker Investment Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 10% in Q2 2026, buying an estimated $2.55M and bringing the position to 421,419 shares worth $28.5M. The position accounts for 3.31% of the portfolio, ranked #9.

Ellenbecker Investment Group first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Ellenbecker Investment Group held 421,419 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $28.5M as of Q2 2026.
Ellenbecker Investment Group bought 39,687 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.55M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.31% of Ellenbecker Investment Group's portfolio in Q2 2026, its #9 holding.
Ellenbecker Investment Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 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 Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.