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

Facet Wealth Inc’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	$178M	Buy	2,636,343 +52,197	+2%	+$3.36M	2.55%	10
2026 Q1	$153M	Buy	2,584,146 +68,544	+3%	+$4.17M	2.65%	9
2025 Q4	$153M	Sell	2,515,602 -394,874	-14%	-$22.7M	2.71%	10
2025 Q3	$166M	Buy	2,910,476 +184,356	+7%	+$10.4M	3.44%	7
2025 Q2	$151M	Buy	2,726,120 +257,924	+10%	+$13.3M	3.42%	7
2025 Q1	$127M	Sell	2,468,196 -92,508	-4%	-$5.04M	3.28%	6
2024 Q4	$144M	Buy	+2,560,704	New	+$144M	3.82%	8

Other funds holding SPMD

LPL Financial San Diego, California $445B AUM 25.58% 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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Facet Wealth Inc's SPMD Position: Q2 2026 in Review

Facet Wealth Inc increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2% in Q2 2026, buying an estimated $3.36M and bringing the position to 2,636,343 shares worth $178M. The position accounts for 2.55% of the portfolio, ranked #10.

Facet Wealth Inc first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Facet Wealth Inc held 2,636,343 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $178M as of Q2 2026.
Facet Wealth Inc bought 52,197 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.36M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.55% of Facet Wealth Inc's portfolio in Q2 2026, its #10 holding.
Facet Wealth Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
612 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.