FFA
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Founders Financial Alliance’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Founders Financial Alliance’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 		$1.43M Sell
21,235
-62,826
-75% -$4.04M 0.19% 113
2026
Q1 		$4.98M Buy
84,061
+5,306
+7% +$323K 0.9% 24
2025
Q4 		$4.56M Sell
78,755
-5,652
-7% -$325K 0.86% 25
2025
Q3 		$4.83M Sell
84,407
-2,499
-3% -$141K 0.91% 22
2025
Q2 		$4.73M Buy
86,906
+2,400
+3% +$124K 1.07% 16
2025
Q1 		$4.33M Buy
84,506
+1,065
+1% +$58.1K 1.05% 15
2024
Q4 		$4.56M Sell
83,441
-3,185
-4% -$179K 1.25% 15
2024
Q3 		$4.74M Sell
86,626
-2,043
-2% -$108K 1.32% 12
2024
Q2 		$4.55M Sell
88,669
-3,470
-4% -$179K 1.35% 13
2024
Q1 		$4.91M Buy
92,139
+87,366
+1,830% +$4.35M 1.48% 11
2023
Q4 		$233K Buy
4,773
+1,989
+71% +$88.6K 0.09% 222
2023
Q3 		$122K Buy
2,784
+550
+25% +$25.3K 0.05% 258
2023
Q2 		$103K Hold
2,234
– – 0.04% 294
2023
Q1 		$98.1K Buy
2,234
+66
+3% +$2.95K 0.05% 253
2022
Q4 		$92.2K Buy
2,168
+567
+35% +$24.1K 0.04% 273
2022
Q3 		$62K Buy
1,601
+1,533
+2,254% +$65K 0.03% 298
2022
Q2 		$3K Buy
+68
New +$2.95K ﹤0.01% 477

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Founders Financial Alliance's SPMD Position: Q2 2026 in Review

Founders Financial Alliance reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 75% in Q2 2026, selling an estimated $4.04M and leaving 21,235 shares worth $1.43M. The position accounts for 0.19% of the portfolio, ranked #113.

Founders Financial Alliance first reported a position in SPMD in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.98M in Q1 2026. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Founders Financial Alliance held 21,235 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.43M as of Q2 2026.
  • Founders Financial Alliance sold 62,826 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.04M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.19% of Founders Financial Alliance's portfolio in Q2 2026, its #113 holding.
  • Founders Financial Alliance first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Founders Financial Alliance's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.98M 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 Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.