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Global Financial Private Client’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Global Financial Private Client’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 		$1.16M Buy
17,169
+1,372
+9% +$88.3K 0.31% 94
2026
Q1 		$935K Buy
15,797
+1,107
+8% +$67.4K 0.31% 98
2025
Q4 		$851K Buy
14,690
+654
+5% +$37.6K 0.3% 99
2025
Q3 		$803K Buy
14,036
+1,840
+15% +$104K 0.29% 105
2025
Q2 		$663K Buy
12,196
+1,431
+13% +$73.7K 0.25% 112
2025
Q1 		$551K Buy
10,765
+243
+2% +$13.2K 0.21% 117
2024
Q4 		$575K Buy
10,522
+189
+2% +$10.6K 0.22% 119
2024
Q3 		$565K Buy
10,333
+188
+2% +$9.94K 0.22% 115
2024
Q2 		$520K Buy
10,145
+244
+2% +$12.6K 0.22% 112
2024
Q1 		$525K Buy
9,901
+70
+0.7% +$3.48K 0.23% 112
2023
Q4 		$479K Buy
9,831
+3,307
+51% +$147K 0.22% 116
2023
Q3 		$282K Buy
6,524
+907
+16% +$41.7K 0.15% 142
2023
Q2 		$259K Buy
5,617
+333
+6% +$14.5K 0.13% 158
2023
Q1 		$232K Buy
5,284
+288
+6% +$12.9K 0.12% 147
2022
Q4 		$212K Buy
4,996
+2,127
+74% +$90.3K 0.12% 138
2022
Q3 		$114K Buy
2,869
+759
+36% +$32.2K 0.07% 188
2022
Q2 		$84.8K Buy
2,110
+1,578
+297% +$68.4K 0.05% 204
2022
Q1 		$25.2K Buy
+532
New +$24.9K 0.01% 331
2020
Q3 		– Sell
-3,429
Closed -$106K – 514
2020
Q2 		$106K Buy
+3,429
New +$100K 0.09% 146

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

Global Financial Private Client's SPMD Position: Q2 2026 in Review

Global Financial Private Client increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.7% in Q2 2026, buying an estimated $88.3K and bringing the position to 17,169 shares worth $1.16M. The position accounts for 0.31% of the portfolio, ranked #94.

Global Financial Private Client first reported a position in SPMD in Q2 2020 and has held it in 19 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Global Financial Private Client held 17,169 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.16M as of Q2 2026.
  • Global Financial Private Client bought 1,372 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $88.3K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.31% of Global Financial Private Client's portfolio in Q2 2026, its #94 holding.
  • Global Financial Private Client first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 19 quarters since.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.