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

Fusion Family Wealth’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	$915K	Sell	13,539 -1,352	-9%	-$87K	0.06%	25
2026 Q1	$882K	Hold	14,891	–	–	0.07%	25
2025 Q4	$862K	Hold	14,891	–	–	0.07%	25
2025 Q3	$852K	Hold	14,891	–	–	0.06%	26
2025 Q2	$810K	Hold	14,891	–	–	0.07%	26
2025 Q1	$762K	Hold	14,891	–	–	0.07%	25
2024 Q4	$814K	Hold	14,891	–	–	0.07%	25
2024 Q3	$814K	Hold	14,891	–	–	0.08%	25
2024 Q2	$764K	Hold	14,891	–	–	0.08%	25
2024 Q1	$794K	Hold	14,891	–	–	0.08%	24
2023 Q4	$725K	Hold	14,891	–	–	0.08%	25
2023 Q3	$652K	Hold	14,891	–	–	0.08%	25
2023 Q2	$683K	Hold	14,891	–	–	0.08%	25
2023 Q1	$654K	Hold	14,891	–	–	0.08%	25
2022 Q4	$633K	Hold	14,891	–	–	0.09%	24
2022 Q3	$687K	Hold	14,891	–	–	0.1%	22
2022 Q2	$591K	Hold	14,891	–	–	0.08%	22
2022 Q1	$702K	Hold	14,891	–	–	0.09%	24
2021 Q4	$741K	Hold	14,891	–	–	0.11%	23
2021 Q3	$687K	Hold	14,891	–	–	0.1%	22
2021 Q2	$703K	Buy	+14,891	New	+$707K	0.11%	22

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

Fusion Family Wealth's SPMD Position: Q2 2026 in Review

Fusion Family Wealth reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 9.1% in Q2 2026, selling an estimated $87K and leaving 13,539 shares worth $915K. The position accounts for 0.06% of the portfolio, ranked #25.

Fusion Family Wealth first reported a position in SPMD in Q2 2021 and has held it in 21 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Fusion Family Wealth held 13,539 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $915K as of Q2 2026.
Fusion Family Wealth sold 1,352 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $87K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Fusion Family Wealth's portfolio in Q2 2026, its #25 holding.
Fusion Family Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 21 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Fusion Family Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.