Fortitude Family Office’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Fortitude Family Office’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	$834K	Sell	12,340 -857	-6%	-$55.1K	0.16%	74
2026 Q1	$782K	Hold	13,197	–	–	0.17%	77
2025 Q4	$764K	Sell	13,197 -177	-1%	-$10.2K	0.18%	86
2025 Q3	$765K	Sell	13,374 -234	-2%	-$13.2K	0.21%	78
2025 Q2	$740K	Buy	+13,608	New	+$701K	0.24%	66

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

Fortitude Family Office's SPMD Position: Q2 2026 in Review

Fortitude Family Office reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.5% in Q2 2026, selling an estimated $55.1K and leaving 12,340 shares worth $834K. The position accounts for 0.16% of the portfolio, ranked #74.

Fortitude Family Office first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 841 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Fortitude Family Office held 12,340 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $834K as of Q2 2026.
Fortitude Family Office sold 857 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $55.1K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.16% of Fortitude Family Office's portfolio in Q2 2026, its #74 holding.
Fortitude Family Office first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
841 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.