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

EP Wealth Advisors’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	$854K	Buy	12,642 +7,777	+160%	+$500K	﹤0.01%	804
2026 Q1	$288K	Buy	+4,865	New	+$296K	﹤0.01%	1190
2025 Q2	$606K	Buy	11,153 +6,738	+153%	+$347K	﹤0.01%	710
2025 Q1	$226K	Sell	4,415 -198	-4%	-$10.8K	﹤0.01%	1072
2024 Q4	$252K	Buy	4,613 +731	+19%	+$41.1K	﹤0.01%	950
2024 Q3	$212K	Buy	3,882 +1,058	+37%	+$55.9K	﹤0.01%	1020
2024 Q2	$145K	Buy	+2,824	New	+$146K	﹤0.01%	792

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

EP Wealth Advisors's SPMD Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 160% in Q2 2026, buying an estimated $500K and bringing the position to 12,642 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

EP Wealth Advisors first reported a position in SPMD in Q2 2024 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

EP Wealth Advisors held 12,642 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $854K as of Q2 2026.
EP Wealth Advisors bought 7,777 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $500K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #804 holding.
EP Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.