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Fiduciary Alliance’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Fiduciary Alliance’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 		$765K Buy
11,320
+256
+2% +$16.5K 0.05% 306
2026
Q1 		$692K Buy
11,064
+1,561
+16% +$95K 0.04% 316
2025
Q4 		$550K Buy
9,503
+2,878
+43% +$165K 0.04% 326
2025
Q3 		$379K Buy
6,625
+2,025
+44% +$114K 0.03% 378
2025
Q2 		$250K Buy
+4,600
New +$237K 0.02% 425

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Fiduciary Alliance's SPMD Position: Q2 2026 in Review

Fiduciary Alliance increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.3% in Q2 2026, buying an estimated $16.5K and bringing the position to 11,320 shares worth $765K. The position accounts for 0.05% of the portfolio, ranked #306.

Fiduciary Alliance first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Fiduciary Alliance held 11,320 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $765K as of Q2 2026.
  • Fiduciary Alliance bought 256 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $16.5K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Fiduciary Alliance's portfolio in Q2 2026, its #306 holding.
  • Fiduciary Alliance 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.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.