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Gen-Wealth Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Gen-Wealth Partners’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 		$589K Sell
8,720
-691
-7% -$44.5K 0.16% 121
2026
Q1 		$557K Sell
9,411
-262
-3% -$15.9K 0.18% 119
2025
Q4 		$560K Buy
9,673
+474
+5% +$27.2K 0.18% 114
2025
Q3 		$526K Buy
+9,199
New +$518K 0.18% 134

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Gen-Wealth Partners's SPMD Position: Q2 2026 in Review

Gen-Wealth Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.3% in Q2 2026, selling an estimated $44.5K and leaving 8,720 shares worth $589K. The position accounts for 0.16% of the portfolio, ranked #121.

Gen-Wealth Partners first reported a position in SPMD in Q3 2025 and has held it in 4 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Gen-Wealth Partners held 8,720 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $589K as of Q2 2026.
  • Gen-Wealth Partners sold 691 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $44.5K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.16% of Gen-Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Gen-Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 4 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 Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.