EWM
SPMD icon

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

Empirical 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 		$251K Sell
3,716
-1,177
-24% -$75.7K ﹤0.01% 933
2026
Q1 		$290K Buy
4,893
+282
+6% +$17.2K 0.01% 804
2025
Q4 		$267K Sell
4,611
-36
-0.8% -$2.07K ﹤0.01% 737
2025
Q3 		$266K Buy
+4,647
New +$262K 0.01% 659

Other funds holding SPMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

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

Empirical Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 24% in Q2 2026, selling an estimated $75.7K and leaving 3,716 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Empirical Wealth Management first reported a position in SPMD in Q3 2025 and has held it in 4 quarters since. The position peaked at $290K in Q1 2026. 459 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Empirical Wealth Management held 3,716 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $251K as of Q2 2026.
  • Empirical Wealth Management sold 1,177 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $75.7K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #933 holding.
  • Empirical Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Empirical Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $290K in Q1 2026.
  • 459 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.