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

Focus Partners Wealth’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	$10.6M	Sell	157,262 -65,824	-30%	-$4.23M	0.01%	698
2026 Q1	$13.2M	Buy	223,086 +1,122	+0.5%	+$68.3K	0.01%	632
2025 Q4	$12.9M	Buy	221,964 +68,776	+45%	+$3.95M	0.01%	616
2025 Q3	$8.76M	Buy	153,188 +46,693	+44%	+$2.63M	0.01%	591
2025 Q2	$5.79M	Sell	106,495 -701	-0.7%	-$36.1K	0.01%	636
2025 Q1	$5.49M	Buy	107,196 +9,677	+10%	+$527K	0.01%	598
2024 Q4	$5.33M	Buy	97,519 +2,020	+2%	+$114K	0.01%	600
2024 Q3	$5.22M	Buy	95,499 +4,362	+5%	+$231K	0.02%	550
2024 Q2	$4.67M	Buy	91,137 +8,943	+11%	+$461K	0.02%	506
2024 Q1	$4.38M	Sell	82,194 -1,366	-2%	-$67.9K	0.04%	342
2023 Q4	$4.07M	Buy	+83,560	New	+$3.72M	0.05%	260

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

Focus Partners Wealth's SPMD Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 30% in Q2 2026, selling an estimated $4.23M and leaving 157,262 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #698.

Focus Partners Wealth first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.2M in Q1 2026. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Focus Partners Wealth held 157,262 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $10.6M as of Q2 2026.
Focus Partners Wealth sold 65,824 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.23M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #698 holding.
Focus Partners Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $13.2M in Q1 2026.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.