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

Evolution 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	$243K	Sell	3,594 -1,094	-23%	-$70.4K	0.14%	109
2026 Q1	$278K	Buy	4,688 +7	+0.1%	+$426	0.2%	86
2025 Q4	$271K	Buy	4,681 +1,699	+57%	+$97.6K	0.22%	80
2025 Q3	$171K	Sell	2,982 -493	-14%	-$27.8K	0.18%	103
2025 Q2	$189K	Buy	+3,475	New	+$179K	0.23%	79

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

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

Evolution Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 23% in Q2 2026, selling an estimated $70.4K and leaving 3,594 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #109.

Evolution Wealth Management first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $278K in Q1 2026. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Evolution Wealth Management held 3,594 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $243K as of Q2 2026.
Evolution Wealth Management sold 1,094 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $70.4K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.14% of Evolution Wealth Management's portfolio in Q2 2026, its #109 holding.
Evolution Wealth Management 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.
Evolution Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $278K in Q1 2026.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.