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

Founders Financial Securities’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	$430K	Sell	6,362 -116	-2%	-$7.46K	0.02%	408
2026 Q1	$401K	Sell	6,478 -266	-4%	-$16.2K	0.02%	402
2025 Q4	$391K	Buy	+6,744	New	+$387K	0.02%	428
2022 Q1	–	Sell	-381,242	Closed	-$19M	–	280
2021 Q4	$19M	Buy	381,242 +86,592	+29%	+$4.23M	3.41%	4
2021 Q3	$13.6M	Sell	294,650 -82	-0%	-$3.87K	2.74%	8
2021 Q2	$13.9M	Buy	294,732 +7,217	+3%	+$342K	2.76%	6
2021 Q1	$13.2M	Sell	287,515 -22,741	-7%	-$998K	3.03%	6
2020 Q4	$12.5M	Buy	310,256 +17,609	+6%	+$653K	3%	7
2020 Q3	$9.55M	Buy	292,647 +31,745	+12%	+$1.04M	3.04%	10
2020 Q2	$8.15M	Buy	260,902 +231,551	+789%	+$6.76M	2.64%	8
2020 Q1	$743K	Buy	+29,351	New	+$960K	0.28%	52
2018 Q1	–	Sell	-142,428	Closed	-$4.75M	–	110
2017 Q4	$4.75M	Buy	+142,428	New	+$4.67M	1.58%	21

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

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

Founders Financial Securities reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.8% in Q2 2026, selling an estimated $7.46K and leaving 6,362 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #408.

Founders Financial Securities first reported a position in SPMD in Q4 2017 and has held it in 12 quarters since. The position peaked at $19M in Q4 2021. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Founders Financial Securities held 6,362 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $430K as of Q2 2026.
Founders Financial Securities sold 116 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $7.46K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #408 holding.
Founders Financial Securities first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 12 quarters since.
Founders Financial Securities's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $19M in Q4 2021.
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 Securities's 13F filing for Q2 2026, filed 31 Jul 2026.