BFC Planning, Inc.’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

BFC Planning, Inc.’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	$145K	Buy	2,149 +551	+34%	+$35.4K	0.01%	1073
2026 Q1	$94.7K	Sell	1,598 -175	-10%	-$10.7K	﹤0.01%	1125
2025 Q4	$103K	Sell	1,773 -102	-5%	-$5.86K	﹤0.01%	1101
2025 Q3	$107K	Hold	1,875	–	–	0.01%	899
2025 Q2	$102K	Buy	1,875 +24	+1%	+$1.24K	0.01%	879
2025 Q1	$94.8K	Sell	1,851 -84	-4%	-$4.58K	0.01%	893
2024 Q4	$106K	Buy	+1,935	New	+$109K	0.01%	847

Other funds holding SPMD

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

BFC Planning, Inc.'s SPMD Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 34% in Q2 2026, buying an estimated $35.4K and bringing the position to 2,149 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #1073.

BFC Planning, Inc. first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 849 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

BFC Planning, Inc. held 2,149 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $145K as of Q2 2026.
BFC Planning, Inc. bought 551 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $35.4K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1073 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
849 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.