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ERn Financial LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

ERn Financial LLC’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 		$803K Buy
11,884
+200
+2% +$12.9K 0.13% 94
2026
Q1 		$692K Sell
11,684
-1,256
-10% -$76.5K 0.13% 90
2025
Q4 		$749K Sell
12,940
-52
-0.4% -$2.99K 0.14% 88
2025
Q3 		$743K Buy
12,992
+347
+3% +$19.5K 0.15% 83
2025
Q2 		$688K Sell
12,645
-152
-1% -$7.83K 0.15% 85
2025
Q1 		$655K Buy
12,797
+262
+2% +$14.3K 0.1% 119
2024
Q4 		$686K Sell
12,535
-550
-4% -$31K 0.1% 126
2024
Q3 		$715K Sell
13,085
-57
-0.4% -$3.01K 0.11% 123
2024
Q2 		$674K Sell
13,142
-995
-7% -$51.3K 0.11% 120
2024
Q1 		$754K Buy
14,137
+276
+2% +$13.7K 0.13% 109
2023
Q4 		$659K Buy
13,861
+2,245
+19% +$100K 0.12% 107
2023
Q3 		$509K Sell
11,616
-249
-2% -$11.4K 0.11% 118
2023
Q2 		$544K Sell
11,865
-202
-2% -$8.82K 0.11% 118
2023
Q1 		$530K Buy
12,067
+204
+2% +$9.13K 0.12% 115
2022
Q4 		$504K Buy
11,863
+2,077
+21% +$88.2K 0.11% 117
2022
Q3 		$377K Sell
9,786
-679
-6% -$28.8K 0.1% 127
2022
Q2 		$415K Sell
10,465
-1,161
-10% -$50.4K 0.1% 120
2022
Q1 		$548K Buy
11,626
+832
+8% +$38.9K 0.12% 101
2021
Q4 		$537K Buy
10,794
+636
+6% +$31.1K 0.12% 96
2021
Q3 		$469K Sell
10,158
-166
-2% -$7.84K 0.12% 90
2021
Q2 		$487K Sell
10,324
-1,392
-12% -$66.1K 0.17% 64
2021
Q1 		$536K Sell
11,716
-1,946
-14% -$85.4K 0.21% 59
2020
Q4 		$552K Sell
13,662
-7,498
-35% -$278K 0.23% 56
2020
Q3 		$690K Sell
21,160
-299
-1% -$9.82K 0.32% 48
2020
Q2 		$671K Sell
21,459
-65,358
-75% -$1.91M 0.34% 48
2020
Q1 		$2.2M Sell
86,817
-108,052
-55% -$3.53M 1.45% 23
2019
Q4 		$7.06M Buy
194,869
+7,824
+4% +$273K 4.1% 9
2019
Q3 		$6.34M Buy
187,045
+12,425
+7% +$419K 4.52% 8
2019
Q2 		$5.95M Buy
174,620
+4,113
+2% +$139K 4.48% 8
2019
Q1 		$5.84M Buy
170,507
+102,214
+150% +$3.34M 3.52% 9
2018
Q4 		$2.01M Buy
+68,293
New +$2.22M 1.8% 19

Other funds holding SPMD

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ERn Financial LLC's SPMD Position: Q2 2026 in Review

ERn Financial LLC increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.7% in Q2 2026, buying an estimated $12.9K and bringing the position to 11,884 shares worth $803K. The position accounts for 0.13% of the portfolio, ranked #94.

ERn Financial LLC first reported a position in SPMD in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.06M in Q4 2019. 408 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • ERn Financial LLC held 11,884 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $803K as of Q2 2026.
  • ERn Financial LLC bought 200 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $12.9K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.13% of ERn Financial LLC's portfolio in Q2 2026, its #94 holding.
  • ERn Financial LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • ERn Financial LLC's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $7.06M in Q4 2019.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.