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

Financial Engines Advisors’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	$6.4M	Sell	94,662 -1,816	-2%	-$117K	0.01%	135
2026 Q1	$5.71M	Sell	96,478 -2,779	-3%	-$169K	0.01%	134
2025 Q4	$5.75M	Sell	99,257 -1,590	-2%	-$91.3K	0.01%	141
2025 Q3	$5.77M	Buy	100,847 +15,236	+18%	+$858K	0.01%	141
2025 Q2	$4.66M	Buy	85,611 +61,117	+250%	+$3.15M	0.01%	148
2025 Q1	$1.25M	Buy	24,494 +1,937	+9%	+$106K	﹤0.01%	235
2024 Q4	$1.23M	Buy	22,557 +1,241	+6%	+$69.8K	﹤0.01%	241
2024 Q3	$1.17M	Sell	21,316 -1,006	-5%	-$53.2K	﹤0.01%	222
2024 Q2	$1.15M	Buy	22,322 +3,341	+18%	+$172K	﹤0.01%	204
2024 Q1	$1.01M	Sell	18,981 -312	-2%	-$15.5K	﹤0.01%	198
2023 Q4	$940K	Sell	19,293 -20,780	-52%	-$926K	﹤0.01%	187
2023 Q3	$1.75M	Buy	40,073 +14,039	+54%	+$645K	﹤0.01%	134
2023 Q2	$1.19M	Sell	26,034 -6,415	-20%	-$280K	﹤0.01%	164
2023 Q1	$1.43M	Buy	32,449 +6,282	+24%	+$281K	﹤0.01%	158
2022 Q4	$1.11M	Sell	26,167 -208	-0.8%	-$8.83K	﹤0.01%	161
2022 Q3	$1.02M	Buy	26,375 +739	+3%	+$31.3K	﹤0.01%	156
2022 Q2	$1.02M	Sell	25,636 -202	-0.8%	-$8.76K	﹤0.01%	157
2022 Q1	$1.22M	Buy	25,838 +243	+0.9%	+$11.4K	﹤0.01%	146
2021 Q4	$1.27M	Sell	25,595 -22	-0.1%	-$1.07K	﹤0.01%	110
2021 Q3	$1.18M	Buy	25,617 +262	+1%	+$12.4K	﹤0.01%	104
2021 Q2	$1.2M	Sell	25,355 -1,118	-4%	-$53.1K	﹤0.01%	89
2021 Q1	$1.21M	Sell	26,473 -722	-3%	-$31.7K	﹤0.01%	106
2020 Q4	$1.1M	Buy	27,195 +1,213	+5%	+$45K	﹤0.01%	108
2020 Q3	$848K	Sell	25,982 -8,185	-24%	-$269K	﹤0.01%	119
2020 Q2	$1.07M	Sell	34,167 -30,235	-47%	-$883K	﹤0.01%	101
2020 Q1	$1.63M	Buy	+64,402	New	+$2.11M	0.01%	86

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 Engines Advisors's SPMD Position: Q2 2026 in Review

Financial Engines Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.9% in Q2 2026, selling an estimated $117K and leaving 94,662 shares worth $6.4M. The position accounts for 0.01% of the portfolio, ranked #135.

Financial Engines Advisors first reported a position in SPMD in Q1 2020 and has held it in 26 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Financial Engines Advisors held 94,662 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.4M as of Q2 2026.
Financial Engines Advisors sold 1,816 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $117K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #135 holding.
Financial Engines Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 26 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.