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

Golden State Equity 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	–	Sell	-483	Closed	-$28.6K	–	1560
2026 Q1	$28.6K	Buy	+483	New	+$29.4K	﹤0.01%	1002
2025 Q2	–	Sell	-4,231	Closed	-$217K	–	474
2025 Q1	$217K	Sell	4,231 -1,813	-30%	-$98.8K	0.04%	397
2024 Q4	$331K	Sell	6,044 -687	-10%	-$38.7K	0.06%	317
2024 Q3	$368K	Sell	6,731 -641	-9%	-$33.9K	0.06%	309
2024 Q2	$378K	Buy	+7,372	New	+$380K	0.08%	274
2023 Q4	$323K	Buy	+6,627	New	+$295K	0.08%	265

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

Golden State Equity Partners's SPMD Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 483 shares — an estimated $28.6K sold.

Golden State Equity Partners first reported a position in SPMD in Q4 2023 and held it in 6 quarters. The position peaked at $378K in Q2 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Golden State Equity Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 483 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $28.6K.
Golden State Equity Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and held it in 6 quarters.
Golden State Equity Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $378K in Q2 2024.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.