F/M Investments’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

F/M Investments’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	$919K	Buy	13,567 +431	+3%	+$27.7K	0.05%	194
2026 Q1	$779K	Sell	13,136 -121	-0.9%	-$7.37K	0.05%	194
2025 Q4	$768K	Buy	13,257 +445	+3%	+$25.6K	0.03%	303
2025 Q3	$733K	Sell	12,812 -331	-3%	-$18.6K	0.03%	312
2025 Q2	$716K	Hold	13,143	–	–	0.03%	310
2025 Q1	$673K	Sell	13,143 -121	-0.9%	-$6.6K	0.03%	313
2024 Q4	$725K	Buy	13,264 +959	+8%	+$54K	0.03%	308
2024 Q3	$673K	Buy	12,305 +13	+0.1%	+$687	0.02%	279
2024 Q2	$631K	Buy	+12,292	New	+$634K	0.02%	275

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

F/M Investments's SPMD Position: Q2 2026 in Review

F/M Investments increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.3% in Q2 2026, buying an estimated $27.7K and bringing the position to 13,567 shares worth $919K. The position accounts for 0.05% of the portfolio, ranked #194.

F/M Investments first reported a position in SPMD in Q2 2024 and has held it in 9 quarters since. 841 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

F/M Investments held 13,567 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $919K as of Q2 2026.
F/M Investments bought 431 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $27.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of F/M Investments's portfolio in Q2 2026, its #194 holding.
F/M Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 9 quarters since.
841 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.