FGC
SPMD icon

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

Financial Gravity Companies’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 		$20.8M Buy
+307,321
New +$19.8M 3.37% 6
2025
Q2 		$15.4M Buy
+283,724
New +$14.6M 3.03% 9
2024
Q4 		$13M Buy
238,028
+11,277
+5% +$635K 2.97% 9
2024
Q3 		$12.4M Buy
+226,751
New +$12M 3.32% 10

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 Gravity Companies's SPMD Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 307,321 shares worth $20.8M. The stake represents 3.37% of the portfolio and ranks #6 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPMD as recently as Q2 2025.

Financial Gravity Companies first reported a position in SPMD in Q3 2024 and has held it in 4 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Financial Gravity Companies held 307,321 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $20.8M as of Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Financial Gravity Companies position in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.37% of Financial Gravity Companies's portfolio in Q2 2026, its #6 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • 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 Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.