Fortis Group Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Fortis Group Advisors’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	$1.35K	Hold	20	–	–	﹤0.01%	538
2026 Q1	$1.18K	Hold	20	–	–	﹤0.01%	515
2025 Q4	$1.16K	Hold	20	–	–	﹤0.01%	513
2025 Q3	$1.14K	Hold	20	–	–	﹤0.01%	471
2025 Q2	$1.09K	Hold	20	–	–	﹤0.01%	466
2025 Q1	$1.02K	Buy	+20	New	+$1.09K	﹤0.01%	438

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

Fortis Group Advisors's SPMD Position: Q2 2026 in Review

Fortis Group Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 20 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Fortis Group Advisors first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Fortis Group Advisors held 20 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.35K as of Q2 2026.
Fortis Group Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #538 holding.
Fortis Group Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.