FEG
SPMD icon

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

Financial Enhancement Group’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 		$2.65M Buy
39,204
+1,629
+4% +$105K 0.32% 64
2026
Q1 		$2.4M Buy
37,575
+4,804
+15% +$292K 0.3% 66
2025
Q4 		$2.02M Sell
32,771
-164
-0.5% -$9.42K 0.26% 72
2025
Q3 		$1.9M Buy
32,935
+1,730
+6% +$97.5K 0.25% 72
2025
Q2 		$1.73M Buy
31,205
+9,236
+42% +$476K 0.25% 74
2025
Q1 		$1.06M Buy
21,969
+7,338
+50% +$400K 0.17% 78
2024
Q4 		$801K Sell
14,631
-22,379
-60% -$1.26M 0.12% 81
2024
Q3 		$1.57M Buy
37,010
+24,935
+207% +$1.32M 0.3% 64
2024
Q2 		$642K Sell
12,075
-148
-1% -$7.64K 0.1% 84
2024
Q1 		$622K Sell
12,223
-263
-2% -$13.1K 0.1% 90
2023
Q4 		$589K Sell
12,486
-24,035
-66% -$1.07M 0.1% 87
2023
Q3 		$1.59M Buy
36,521
+22
+0.1% +$1.01K 0.31% 63
2023
Q2 		$1.72M Sell
36,499
-511
-1% -$22.3K 0.32% 65
2023
Q1 		$1.57M Sell
37,010
-1,335
-3% -$59.8K 0.3% 64
2022
Q4 		$1.79M Buy
38,345
+4,071
+12% +$173K 0.34% 65
2022
Q3 		$1.32M Buy
34,274
+3,316
+11% +$141K 0.31% 57
2022
Q2 		$1.23M Buy
30,958
+2,019
+7% +$87.6K 0.27% 59
2022
Q1 		$1.36M Buy
28,939
+1,387
+5% +$64.9K 0.25% 61
2021
Q4 		$1.37M Sell
27,552
-843
-3% -$41.2K 0.24% 58
2021
Q3 		$1.31M Sell
28,395
-73
-0.3% -$3.45K 0.25% 57
2021
Q2 		$1.34M Sell
28,468
-3,823
-12% -$181K 0.28% 52
2021
Q1 		$1.48M Sell
32,291
-8,163
-20% -$358K 0.3% 50
2020
Q4 		$1.63M Buy
40,454
+3,377
+9% +$125K 0.35% 51
2020
Q3 		$1.21M Sell
37,077
-1,455
-4% -$47.8K 0.28% 51
2020
Q2 		$1.2M Sell
38,532
-5,773
-13% -$169K 0.3% 51
2020
Q1 		$1.12M Sell
44,305
-48,572
-52% -$1.59M 0.33% 41
2019
Q4 		$3.37M Buy
92,877
+2,000
+2% +$69.7K 0.85% 32
2019
Q3 		$3.08M Buy
90,877
+3,135
+4% +$106K 0.83% 31
2019
Q2 		$2.99M Buy
87,742
+5,245
+6% +$177K 0.87% 34
2019
Q1 		$2.75M Buy
82,497
+7,601
+10% +$248K 0.84% 36
2018
Q4 		$2.71M Hold
74,896
– – 0.85% 34
2018
Q3 		$2.71M Sell
74,896
-2,053
-3% -$74.3K 0.85% 34
2018
Q2 		$2.68M Buy
76,949
+4,502
+6% +$155K 0.92% 29
2018
Q1 		$2.4M Buy
72,447
+12,828
+22% +$432K 0.85% 31
2017
Q4 		$1.99M Buy
+59,619
New +$1.95M 0.74% 31

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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 Enhancement Group's SPMD Position: Q2 2026 in Review

Financial Enhancement Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.3% in Q2 2026, buying an estimated $105K and bringing the position to 39,204 shares worth $2.65M. The position accounts for 0.32% of the portfolio, ranked #64.

Financial Enhancement Group first reported a position in SPMD in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.37M in Q4 2019. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Financial Enhancement Group held 39,204 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.65M as of Q2 2026.
  • Financial Enhancement Group bought 1,629 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $105K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.32% of Financial Enhancement Group's portfolio in Q2 2026, its #64 holding.
  • Financial Enhancement Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • Financial Enhancement Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.37M in Q4 2019.
  • 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 Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.