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

EverSource 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	$41.7K	Buy	617 +24	+4%	+$1.54K	﹤0.01%	1890
2026 Q1	$35.2K	Buy	593 +228	+62%	+$13.9K	﹤0.01%	2147
2025 Q4	$21.2K	Sell	365 -225	-38%	-$12.9K	﹤0.01%	2350
2025 Q3	$33.7K	Buy	590 +350	+146%	+$19.7K	﹤0.01%	1984
2025 Q2	$13K	Sell	240 -33	-12%	-$1.7K	﹤0.01%	2630
2025 Q1	$14K	Sell	273 -4,517	-94%	-$246K	﹤0.01%	1905
2024 Q4	$262K	Buy	4,790 +4,614	+2,622%	+$260K	0.01%	547
2024 Q3	$9.62K	Sell	176 -18	-9%	-$952	﹤0.01%	1889
2024 Q2	$10.5K	Sell	194 -5,729	-97%	-$296K	﹤0.01%	1829
2024 Q1	$297K	Buy	+5,923	New	+$295K	0.02%	375

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 22.9% 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

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

EverSource Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4% in Q2 2026, buying an estimated $1.54K and bringing the position to 617 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

EverSource Wealth Advisors first reported a position in SPMD in Q1 2024 and has held it in 10 quarters since. The position peaked at $297K in Q1 2024. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

EverSource Wealth Advisors held 617 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $41.7K as of Q2 2026.
EverSource Wealth Advisors bought 24 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.54K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1890 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $297K in Q1 2024.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.