Garrett Wealth Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Garrett Wealth Advisory Group’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	$787K	Buy	11,652 +469	+4%	+$30.2K	0.12%	67
2026 Q1	$662K	Buy	11,183 +2,666	+31%	+$162K	0.12%	65
2025 Q4	$493K	Buy	8,517 +325	+4%	+$18.7K	0.09%	72
2025 Q3	$468K	Buy	8,192 +514	+7%	+$29K	0.09%	68
2025 Q2	$418K	Buy	7,678 +558	+8%	+$28.7K	0.09%	72
2025 Q1	$364K	Buy	7,120 +513	+8%	+$28K	0.08%	77
2024 Q4	$361K	Sell	6,607 -366	-5%	-$20.6K	0.08%	71
2024 Q3	$381K	Buy	6,973 +298	+4%	+$15.8K	0.09%	68
2024 Q2	$342K	Buy	6,675 +132	+2%	+$6.81K	0.13%	64
2024 Q1	$349K	Buy	6,543 +90	+1%	+$4.48K	0.14%	50
2023 Q4	$314K	Sell	6,453 -736	-10%	-$32.8K	0.13%	48
2023 Q3	$315K	Sell	7,189 -370	-5%	-$17K	0.14%	44
2023 Q2	$347K	Buy	7,559 +64	+0.9%	+$2.8K	0.15%	40
2023 Q1	$329K	Buy	7,495 +145	+2%	+$6.49K	0.16%	36
2022 Q4	$312K	Sell	7,350 -292	-4%	-$12.4K	0.16%	35
2022 Q3	$295K	Sell	7,642 -268	-3%	-$11.4K	0.16%	33
2022 Q2	$314K	Sell	7,910 -5,550	-41%	-$241K	0.17%	34
2022 Q1	$635K	Sell	13,460 -211	-2%	-$9.87K	0.33%	30
2021 Q4	$680K	Sell	13,671 -4,977	-27%	-$243K	0.33%	31
2021 Q3	$861K	Buy	18,648 +9,346	+100%	+$441K	0.55%	20
2021 Q2	$439K	Buy	9,302 +83	+0.9%	+$3.94K	0.29%	29
2021 Q1	$422K	Buy	9,219 +662	+8%	+$29.1K	0.3%	29
2020 Q4	$346K	Sell	8,557 -1,445	-14%	-$53.6K	0.26%	31
2020 Q3	$326K	Buy	+10,002	New	+$329K	0.26%	33
2019 Q4	–	Sell	-5,404	Closed	-$183K	–	552
2019 Q3	$183K	Buy	+5,404	New	+$182K	0.13%	53

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

Garrett Wealth Advisory Group's SPMD Position: Q2 2026 in Review

Garrett Wealth Advisory Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.2% in Q2 2026, buying an estimated $30.2K and bringing the position to 11,652 shares worth $787K. The position accounts for 0.12% of the portfolio, ranked #67.

Garrett Wealth Advisory Group first reported a position in SPMD in Q3 2019 and has held it in 25 quarters since. The position peaked at $861K in Q3 2021. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Garrett Wealth Advisory Group held 11,652 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $787K as of Q2 2026.
Garrett Wealth Advisory Group bought 469 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $30.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.12% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #67 holding.
Garrett Wealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2019 and has held it in 25 quarters since.
Garrett Wealth Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $861K in Q3 2021.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.