Estate Counselors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Estate Counselors’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	$465K	Buy	6,885 +3,060	+80%	+$197K	0.04%	80
2026 Q1	$227K	Sell	3,825 -1,035	-21%	-$63K	0.02%	93
2025 Q4	$281K	Sell	4,860 -2,170	-31%	-$125K	0.02%	86
2025 Q3	$402K	Hold	7,030	–	–	0.03%	82
2025 Q2	$382K	Buy	7,030 +1,250	+22%	+$64.4K	0.04%	74
2025 Q1	$296K	Buy	+5,780	New	+$315K	0.03%	85

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

Estate Counselors's SPMD Position: Q2 2026 in Review

Estate Counselors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 80% in Q2 2026, buying an estimated $197K and bringing the position to 6,885 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #80.

Estate Counselors first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Estate Counselors held 6,885 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $465K as of Q2 2026.
Estate Counselors bought 3,060 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $197K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Estate Counselors's portfolio in Q2 2026, its #80 holding.
Estate Counselors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 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 Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.