GRP
SPMD icon

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

Global Retirement 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 		$29.4M Buy
+435,087
New +$28M 0.45% 48
2025
Q4 		$27.2M Sell
468,852
-8,279
-2% -$476K 0.48% 43
2025
Q3 		$27.3M Buy
477,131
+2,745
+0.6% +$155K 0.61% 31
2025
Q2 		$25.8M Buy
+474,386
New +$24.4M 0.64% 27
2024
Q4 		$26M Sell
475,513
-69,168
-13% -$3.89M 0.75% 21
2024
Q3 		$29.8M Sell
544,681
-6,413
-1% -$339K 0.9% 15
2024
Q2 		$28.3M Buy
551,094
+68,425
+14% +$3.53M 0.89% 20
2024
Q1 		$25.7M Buy
482,669
+42,779
+10% +$2.13M 0.96% 17
2023
Q4 		$20.9M Buy
439,890
+8,290
+2% +$369K 0.87% 18
2023
Q3 		$18.4M Buy
431,600
+9,291
+2% +$427K 0.93% 16
2023
Q2 		$19.4M Buy
422,309
+4,874
+1% +$213K 0.95% 19
2023
Q1 		$17.9M Buy
417,435
+244,370
+141% +$10.9M 0.95% 19
2022
Q4 		$7.36M Buy
173,065
+52,460
+43% +$2.23M 0.51% 33
2022
Q3 		$5.14M Buy
120,605
+25,635
+27% +$1.09M 0.39% 50
2022
Q2 		$3.77M Sell
94,970
-3,298
-3% -$143K 0.3% 79
2022
Q1 		$4.11M Buy
+98,268
New +$4.6M 0.32% 71
2021
Q4 		– Sell
-16,340
Closed -$754K – 1574
2021
Q3 		$754K Sell
16,340
-591
-3% -$27.9K 0.07% 227
2021
Q2 		$799K Buy
16,931
+10,027
+145% +$476K 0.08% 219
2021
Q1 		$316K Buy
6,904
+808
+13% +$35.5K 0.04% 336
2020
Q4 		$246K Sell
6,096
-1,241
-17% -$46K 0.03% 360
2020
Q3 		$239K Buy
7,337
+420
+6% +$13.8K 0.04% 340
2020
Q2 		$216K Buy
6,917
+754
+12% +$22K 0.03% 340
2020
Q1 		$156K Buy
6,163
+1,104
+22% +$36.1K 0.03% 363
2019
Q4 		$183K Buy
5,059
+1,491
+42% +$52K 0.03% 381
2019
Q3 		$121K Buy
3,568
+2,523
+241% +$85K 0.02% 442
2019
Q2 		$36K Buy
1,045
+662
+173% +$22.3K 0.01% 697
2019
Q1 		$13K Sell
383
-13,999
-97% -$458K ﹤0.01% 986
2018
Q4 		$423K Buy
14,382
+77
+0.5% +$2.51K 0.11% 185
2018
Q3 		$517K Buy
14,305
+192
+1% +$6.94K 0.12% 167
2018
Q2 		$492K Sell
14,113
-148
-1% -$5.09K 0.12% 166
2018
Q1 		$473K Buy
14,261
+12,035
+541% +$405K 0.13% 169
2017
Q4 		$74K Buy
2,226
+2,043
+1,116% +$67K 0.02% 420
2017
Q3 		$6K Buy
+183
New +$5.63K ﹤0.01% 974

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 Retirement Partners's SPMD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 435,087 shares worth $29.4M. The stake represents 0.45% of the portfolio and ranks #48 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPMD as recently as Q4 2025.

Global Retirement Partners first reported a position in SPMD in Q3 2017 and has held it in 33 quarters since. The position peaked at $29.8M in Q3 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Global Retirement Partners held 435,087 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $29.4M as of Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.45% of Global Retirement Partners's portfolio in Q2 2026, its #48 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2017 and has held it in 33 quarters since.
  • Global Retirement Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $29.8M in Q3 2024.
  • 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 Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.