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

Evernest Financial 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	$1.23M	Sell	18,149 -93	-0.5%	-$5.98K	0.26%	63
2026 Q1	$1.16M	Sell	18,242 -43	-0.2%	-$2.62K	0.24%	63
2025 Q4	$1.15M	Buy	18,285 +289	+2%	+$16.6K	0.24%	66
2025 Q3	$1.03M	Buy	17,996 +150	+0.8%	+$8.45K	0.29%	68
2025 Q2	$970K	Buy	+17,846	New	+$919K	0.31%	65

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

Evernest Financial Advisors's SPMD Position: Q2 2026 in Review

Evernest Financial Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.51% in Q2 2026, selling an estimated $5.98K and leaving 18,149 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #63.

Evernest Financial Advisors first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Evernest Financial Advisors held 18,149 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.23M as of Q2 2026.
Evernest Financial Advisors sold 93 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $5.98K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.26% of Evernest Financial Advisors's portfolio in Q2 2026, its #63 holding.
Evernest Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 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 Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.