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

Financial Solutions Advisory 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 		$4.14M Sell
62,355
-809
-1% -$52K 0.52% 33
2026
Q1 		$3.74M Buy
+63,164
New +$3.84M 0.52% 33

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Financial Solutions Advisory Group's SPMD Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.3% in Q2 2026, selling an estimated $52K and leaving 62,355 shares worth $4.14M. The position accounts for 0.52% of the portfolio, ranked #33.

Financial Solutions Advisory Group first reported a position in SPMD in Q1 2026 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Financial Solutions Advisory Group held 62,355 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.14M as of Q2 2026.
  • Financial Solutions Advisory Group sold 809 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $52K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.52% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #33 holding.
  • Financial Solutions Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.