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

Empower Advisory 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	$631K	Buy	9,339 +1,332	+17%	+$85.7K	﹤0.01%	315
2026 Q1	$474K	Sell	8,007 -1,914	-19%	-$117K	﹤0.01%	331
2025 Q4	$575K	Sell	9,921 -4,755	-32%	-$273K	﹤0.01%	318
2025 Q3	$839K	Buy	14,676 +586	+4%	+$33K	﹤0.01%	270
2025 Q2	$766K	Buy	14,090 +109	+0.8%	+$5.61K	﹤0.01%	273
2025 Q1	$716K	Sell	13,981 -241	-2%	-$13.1K	﹤0.01%	273
2024 Q4	$778K	Sell	14,222 -3,095	-18%	-$174K	﹤0.01%	270
2024 Q3	$947K	Buy	17,317 +8,019	+86%	+$424K	﹤0.01%	237
2024 Q2	$477K	Buy	9,298 +5,333	+135%	+$275K	﹤0.01%	306
2024 Q1	$211K	Sell	3,965 -2,513	-39%	-$125K	﹤0.01%	479
2023 Q4	$316K	Hold	6,478	–	–	﹤0.01%	385
2023 Q3	$284K	Sell	6,478 -203	-3%	-$9.33K	﹤0.01%	392
2023 Q2	$307K	Buy	6,681 +203	+3%	+$8.87K	﹤0.01%	384
2023 Q1	$285K	Buy	+6,478	New	+$290K	﹤0.01%	396

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

Empower Advisory Group's SPMD Position: Q2 2026 in Review

Empower Advisory Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 17% in Q2 2026, buying an estimated $85.7K and bringing the position to 9,339 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Empower Advisory Group first reported a position in SPMD in Q1 2023 and has held it in 14 quarters since. The position peaked at $947K in Q3 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Empower Advisory Group held 9,339 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $631K as of Q2 2026.
Empower Advisory Group bought 1,332 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $85.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #315 holding.
Empower Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $947K in Q3 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 Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.