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

Financial Consulate’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	$7.97K	Hold	118	–	–	﹤0.01%	737
2026 Q1	$6.99K	Hold	118	–	–	﹤0.01%	725
2025 Q4	$6.83K	Hold	118	–	–	﹤0.01%	679
2025 Q3	$6.75K	Buy	+118	New	+$6.65K	﹤0.01%	606
2024 Q1	–	Sell	-5,551	Closed	-$270K	–	42
2023 Q4	$270K	Sell	5,551 -10,066	-64%	-$448K	0.09%	35
2023 Q3	$684K	Sell	15,617 -5,414	-26%	-$249K	0.3%	22
2023 Q2	$965K	Sell	21,031 -570	-3%	-$24.9K	0.41%	20
2023 Q1	$949K	Sell	21,601 -1,536	-7%	-$68.8K	0.33%	33
2022 Q4	$983K	Sell	23,137 -763	-3%	-$32.4K	0.34%	40
2022 Q3	$922K	Sell	23,900 -3,025	-11%	-$128K	0.39%	34
2022 Q2	$1.07M	Sell	26,925 -942	-3%	-$40.9K	0.5%	32
2022 Q1	$1.31M	Sell	27,867 -1,736	-6%	-$81.2K	0.5%	33
2021 Q4	$1.47M	Buy	29,603 +1,245	+4%	+$60.8K	0.51%	32
2021 Q3	$1.31M	Sell	28,358 -543	-2%	-$25.6K	0.47%	32
2021 Q2	$1.36M	Sell	28,901 -2,020	-7%	-$95.9K	0.49%	33
2021 Q1	$1.42M	Sell	30,921 -2,122	-6%	-$93.1K	0.57%	31
2020 Q4	$1.33M	Sell	33,043 -453	-1%	-$16.8K	0.58%	32
2020 Q3	$1.09M	Sell	33,496 -1,574	-4%	-$51.7K	0.52%	35
2020 Q2	$1.1M	Sell	35,070 -14,000	-29%	-$409K	0.56%	32
2020 Q1	$1.24M	Sell	49,070 -39,111	-44%	-$1.28M	0.74%	27
2019 Q4	$3.19M	Buy	88,181 +12,788	+17%	+$446K	1.41%	14
2019 Q3	$2.56M	Buy	75,393 +2,863	+4%	+$96.5K	1.11%	17
2019 Q2	$2.47M	Buy	72,530 +5,628	+8%	+$190K	1.11%	19
2019 Q1	$2.23M	Buy	66,902 +52,782	+374%	+$1.73M	1.02%	21
2018 Q4	$415K	Sell	14,120 -417	-3%	-$13.6K	0.25%	67
2018 Q3	$526K	Sell	14,537 -11,273	-44%	-$408K	0.3%	63
2018 Q2	$900K	Sell	25,810 -4,289	-14%	-$148K	0.46%	44
2018 Q1	$998K	Buy	+30,099	New	+$1.01M	0.53%	45

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

Financial Consulate's SPMD Position: Q2 2026 in Review

Financial Consulate held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 118 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Financial Consulate first reported a position in SPMD in Q1 2018 and has held it in 28 quarters since. The position peaked at $3.19M in Q4 2019. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Financial Consulate held 118 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.97K as of Q2 2026.
Financial Consulate 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 Financial Consulate's portfolio in Q2 2026, its #737 holding.
Financial Consulate first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 28 quarters since.
Financial Consulate's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.19M in Q4 2019.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.