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

Financial Management Network’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	$975K	Sell	14,731 -331	-2%	-$21.3K	0.14%	95
2026 Q1	$933K	Sell	15,062 -981	-6%	-$59.7K	0.14%	91
2025 Q4	$942K	Sell	16,043 -562	-3%	-$32.3K	0.15%	85
2025 Q3	$959K	Buy	16,605 +39	+0.2%	+$2.2K	0.16%	84
2025 Q2	$927K	Buy	16,566 +65	+0.4%	+$3.35K	0.17%	85
2025 Q1	$758K	Sell	16,501 -165	-1%	-$8.99K	0.17%	81
2024 Q4	$920K	Buy	16,666 +11	+0.1%	+$619	0.19%	76
2024 Q3	$910K	Sell	16,655 -96	-0.6%	-$5.08K	0.19%	82
2024 Q2	$850K	Buy	16,751 +92	+0.6%	+$4.75K	0.2%	77
2024 Q1	$866K	Sell	16,659 -2,235	-12%	-$111K	0.22%	73
2023 Q4	$898K	Sell	18,894 -564	-3%	-$25.1K	0.26%	60
2023 Q3	$831K	Sell	19,458 -948	-5%	-$43.6K	0.28%	61
2023 Q2	$940K	Sell	20,406 -2,188	-10%	-$95.6K	0.33%	54
2023 Q1	$976K	Sell	22,594 -15	-0.1%	-$671	0.39%	49
2022 Q4	$971K	Sell	22,609 -351	-2%	-$14.9K	0.43%	49
2022 Q3	$946K	Sell	22,960 -500	-2%	-$21.2K	0.47%	49
2022 Q2	$942K	Buy	23,460 +145	+0.6%	+$6.29K	0.5%	48
2022 Q1	$1.1M	Sell	23,315 -46	-0.2%	-$2.15K	0.56%	39
2021 Q4	$1.17M	Sell	23,361 -1,388	-6%	-$67.8K	0.54%	43
2021 Q3	$1.16M	Buy	24,749 +1,171	+5%	+$55.3K	0.59%	44
2021 Q2	$1.12M	Buy	23,578 +4,436	+23%	+$211K	0.57%	43
2021 Q1	$920K	Buy	19,142 +1,576	+9%	+$69.2K	0.48%	47
2020 Q4	$760K	Buy	+17,566	New	+$651K	0.47%	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 Management Network's SPMD Position: Q2 2026 in Review

Financial Management Network reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.2% in Q2 2026, selling an estimated $21.3K and leaving 14,731 shares worth $975K. The position accounts for 0.14% of the portfolio, ranked #95.

Financial Management Network first reported a position in SPMD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q4 2021. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Financial Management Network held 14,731 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $975K as of Q2 2026.
Financial Management Network sold 331 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $21.3K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.14% of Financial Management Network's portfolio in Q2 2026, its #95 holding.
Financial Management Network first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 23 quarters since.
Financial Management Network's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.17M in Q4 2021.
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 Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.