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 Q3	$193M	Buy	3,060,467 +424,124	+16%	+$28M	2.43%	10
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Facet Wealth Inc's SPMD Position: Q3 2026 in Review

Facet Wealth Inc increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 16% in Q3 2026, buying an estimated $28M and bringing the position to 3,060,467 shares worth $193M. The position accounts for 2.43% of the portfolio, ranked #10.

Facet Wealth Inc first reported a position in SPMD in Q4 2024 and has held it in 8 quarters since. 547 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Facet Wealth Inc held 3,060,467 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $193M as of Q3 2026.
Facet Wealth Inc bought 424,124 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $28M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.43% of Facet Wealth Inc's portfolio in Q3 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 8 quarters since.
547 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.