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

FAS Wealth Partners’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	$5.54K	Hold	82	–	–	﹤0.01%	497
2026 Q1	$4.86K	Hold	82	–	–	﹤0.01%	487
2025 Q4	$4.75K	Hold	82	–	–	﹤0.01%	484
2025 Q3	$4.69K	Hold	82	–	–	﹤0.01%	443
2025 Q2	$4.46K	Sell	82 -11	-12%	-$567	﹤0.01%	431
2025 Q1	$4.76K	Buy	93 +11	+13%	+$600	﹤0.01%	407
2024 Q4	$4.49K	Hold	82	–	–	﹤0.01%	411
2024 Q3	$4.48K	Sell	82 -40	-33%	-$2.12K	﹤0.01%	421
2024 Q2	$6.26K	Sell	122 -1,734	-93%	-$89.5K	﹤0.01%	408
2024 Q1	$99K	Buy	1,856 +1,083	+140%	+$53.9K	0.01%	317
2023 Q4	$37.7K	Hold	773	–	–	﹤0.01%	348
2023 Q3	$33.9K	Hold	773	–	–	﹤0.01%	345
2023 Q2	$35.5K	Hold	773	–	–	﹤0.01%	323
2023 Q1	$34K	Hold	773	–	–	﹤0.01%	352
2022 Q4	$32.9K	Hold	773	–	–	﹤0.01%	344
2022 Q3	$30K	Hold	773	–	–	﹤0.01%	332
2022 Q2	$31K	Hold	773	–	–	﹤0.01%	336
2022 Q1	$36K	Hold	773	–	–	﹤0.01%	335
2021 Q4	$38K	Hold	773	–	–	﹤0.01%	345
2021 Q3	$36K	Sell	773 -650	-46%	-$30.7K	﹤0.01%	347
2021 Q2	$67K	Buy	1,423 +650	+84%	+$30.8K	0.01%	312
2021 Q1	$35K	Hold	773	–	–	﹤0.01%	307
2020 Q4	$31K	Sell	773 -113	-13%	-$4.19K	﹤0.01%	299
2020 Q3	$29K	Sell	886 -76	-8%	-$2.5K	﹤0.01%	282
2020 Q2	$30K	Sell	962 -124	-11%	-$3.62K	﹤0.01%	273
2020 Q1	$28K	Buy	1,086 +128	+13%	+$4.19K	﹤0.01%	257
2019 Q4	$35K	Buy	+958	New	+$33.4K	0.01%	240

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

FAS Wealth Partners's SPMD Position: Q2 2026 in Review

FAS Wealth Partners held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 82 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

FAS Wealth Partners first reported a position in SPMD in Q4 2019 and has held it in 27 quarters since. The position peaked at $99K in Q1 2024. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

FAS Wealth Partners held 82 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.54K as of Q2 2026.
FAS Wealth Partners left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #497 holding.
FAS Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 27 quarters since.
FAS Wealth Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $99K in Q1 2024.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.