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

Frazier Financial 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	$7.92K	Hold	117	–	–	﹤0.01%	442
2026 Q1	$6.92K	Buy	117 +1	+0.9%	+$61	﹤0.01%	466
2025 Q4	$6.74K	Hold	116	–	–	﹤0.01%	421
2025 Q3	$6.64K	Hold	116	–	–	﹤0.01%	416
2025 Q2	$6.29K	Buy	116 +1	+0.9%	+$52	﹤0.01%	423
2025 Q1	$5.89K	Sell	115 -1	-0.9%	-$55	﹤0.01%	411
2024 Q4	$6.31K	Buy	116 +2	+2%	+$113	0.01%	415
2024 Q3	$6.21K	Buy	114 +1	+0.9%	+$53	﹤0.01%	481
2024 Q2	$5.81K	Sell	113 -29	-20%	-$1.5K	﹤0.01%	567
2024 Q1	$7.58K	Sell	142 -201	-59%	-$10K	0.01%	487
2023 Q4	$16.7K	Buy	+343	New	+$15.3K	0.01%	261

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

Frazier Financial Advisors's SPMD Position: Q2 2026 in Review

Frazier Financial Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 117 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Frazier Financial Advisors first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.7K in Q4 2023. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Frazier Financial Advisors held 117 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.92K as of Q2 2026.
Frazier Financial 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 Frazier Financial Advisors's portfolio in Q2 2026, its #442 holding.
Frazier Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $16.7K in Q4 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 Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.