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

EPG 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	–	Sell	-10	Closed	-$592	–	338
2026 Q1	$592	Hold	10	–	–	﹤0.01%	319
2025 Q4	$579	Hold	10	–	–	﹤0.01%	317
2025 Q3	$572	Buy	+10	New	+$563	﹤0.01%	318
2020 Q2	–	Sell	-371	Closed	-$9K	–	667
2020 Q1	$9K	Hold	371	–	–	0.01%	504
2019 Q4	$13K	Buy	+371	New	+$12.9K	0.01%	399

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

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

EPG Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 10 shares — an estimated $592 sold.

EPG Wealth Management first reported a position in SPMD in Q4 2019 and held it in 5 quarters. The position peaked at $13K in Q4 2019. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

EPG Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
EPG Wealth Management sold 10 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $592.
EPG Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and held it in 5 quarters.
EPG Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $13K in Q4 2019.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.