FWM
SPMD icon

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

Fingerlakes Wealth Management’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 		$1.47M Buy
21,704
+134
+0.6% +$8.62K 0.79% 32
2026
Q1 		$1.28M Sell
21,570
-395
-2% -$24K 0.85% 33
2025
Q4 		$1.27M Sell
21,965
-1,246
-5% -$71.6K 0.81% 34
2025
Q3 		$1.33M Sell
23,211
-262
-1% -$14.8K 0.87% 30
2025
Q2 		$1.28M Sell
23,473
-316
-1% -$16.3K 0.95% 30
2025
Q1 		$1.22M Sell
23,789
-567
-2% -$30.9K 1.04% 29
2024
Q4 		$1.33M Sell
24,356
-649
-3% -$36.5K 1.08% 30
2024
Q3 		$1.37M Sell
25,005
-174
-0.7% -$9.2K 1.14% 28
2024
Q2 		$1.29M Sell
25,179
-352
-1% -$18.2K 1.16% 27
2024
Q1 		$1.36M Sell
25,531
-70
-0.3% -$3.48K 1.31% 27
2023
Q4 		$1.25M Buy
25,601
+217
+0.9% +$9.67K 1.34% 25
2023
Q3 		$1.11M Buy
25,384
+231
+0.9% +$10.6K 1.36% 25
2023
Q2 		$1.15M Sell
25,153
-51
-0.2% -$2.23K 1.32% 26
2023
Q1 		$1.11M Sell
25,204
-196
-0.8% -$8.77K 1.38% 23
2022
Q4 		$1.08M Sell
25,400
-634
-2% -$26.9K 1.48% 23
2022
Q3 		$1M Buy
26,034
+109
+0.4% +$4.62K 1.46% 23
2022
Q2 		$1.03M Buy
25,925
+396
+2% +$17.2K 1.41% 23
2022
Q1 		$1.2M Buy
25,529
+381
+2% +$17.8K 1.41% 20
2021
Q4 		$1.25M Buy
+25,148
New +$1.23M 1.41% 22

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

Fingerlakes Wealth Management's SPMD Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.62% in Q2 2026, buying an estimated $8.62K and bringing the position to 21,704 shares worth $1.47M. The position accounts for 0.79% of the portfolio, ranked #32.

Fingerlakes Wealth Management first reported a position in SPMD in Q4 2021 and has held it in 19 quarters since. 281 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Fingerlakes Wealth Management held 21,704 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.47M as of Q2 2026.
  • Fingerlakes Wealth Management bought 134 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $8.62K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.79% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Fingerlakes Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.