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

Foundations Investment 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	$444K	Buy	6,565 +2,356	+56%	+$152K	﹤0.01%	823
2026 Q1	$249K	Sell	4,209 -776	-16%	-$47.2K	﹤0.01%	987
2025 Q4	$289K	Sell	4,985 -467	-9%	-$26.8K	﹤0.01%	910
2025 Q3	$312K	Buy	5,452 +409	+8%	+$23K	﹤0.01%	837
2025 Q2	$274K	Buy	5,043 +574	+13%	+$29.6K	﹤0.01%	772
2025 Q1	$229K	Sell	4,469 -142,497	-97%	-$7.77M	﹤0.01%	790
2024 Q4	$8.04M	Buy	146,966 +8,284	+6%	+$466K	0.16%	134
2024 Q3	$7.58M	Buy	138,682 +10,100	+8%	+$534K	0.16%	125
2024 Q2	$6.6M	Buy	128,582 +11,952	+10%	+$617K	0.16%	114
2024 Q1	$6.22M	Buy	116,630 +5,151	+5%	+$256K	0.16%	114
2023 Q4	$5.41M	Sell	111,479 -229,092	-67%	-$10.2M	0.15%	114
2023 Q3	$14.9M	Buy	340,571 +41,213	+14%	+$1.89M	0.46%	47
2023 Q2	$13.7M	Buy	299,358 +43,255	+17%	+$1.89M	0.45%	40
2023 Q1	$11.3M	Buy	+256,103	New	+$11.5M	0.4%	41

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

Foundations Investment Advisors's SPMD Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 56% in Q2 2026, buying an estimated $152K and bringing the position to 6,565 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Foundations Investment Advisors first reported a position in SPMD in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.9M in Q3 2023. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Foundations Investment Advisors held 6,565 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $444K as of Q2 2026.
Foundations Investment Advisors bought 2,356 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $152K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #823 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 14 quarters since.
Foundations Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $14.9M in Q3 2023.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.