Global Assets Advisory’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Global Assets Advisory’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	$222K	Sell	3,304 -12,227	-79%	-$787K	0.05%	307
2026 Q1	$2.06M	Buy	+15,531	New	+$945K	0.59%	36

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

Global Assets Advisory's SPMD Position: Q2 2026 in Review

Global Assets Advisory reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 79% in Q2 2026, selling an estimated $787K and leaving 3,304 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #307.

Global Assets Advisory first reported a position in SPMD in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.06M in Q1 2026. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Global Assets Advisory held 3,304 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $222K as of Q2 2026.
Global Assets Advisory sold 12,227 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $787K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Global Assets Advisory's portfolio in Q2 2026, its #307 holding.
Global Assets Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
Global Assets Advisory's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.06M in Q1 2026.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.