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

Golden State Wealth Management’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	$3.1M	Sell	45,932 -1,184	-3%	-$76.2K	0.28%	85
2026 Q1	$2.79M	Sell	47,116 -11,820	-20%	-$720K	0.31%	71
2025 Q4	$3.41M	Sell	58,936 -1,289	-2%	-$74K	0.36%	56
2025 Q3	$3.44M	Sell	60,225 -2,081	-3%	-$117K	0.38%	50
2025 Q2	$3.39M	Sell	62,306 -6,378	-9%	-$328K	0.41%	47
2025 Q1	$3.52M	Buy	68,684 +16,670	+32%	+$909K	0.52%	38
2024 Q4	$2.84M	Buy	+52,014	New	+$2.93M	0.43%	51
2022 Q1	$5.76M	Buy	122,209 +37,551	+44%	+$1.76M	1.13%	19
2021 Q4	$4.21M	Buy	84,658 +8,380	+11%	+$409K	0.73%	25
2021 Q3	$3.52M	Buy	76,278 +3,770	+5%	+$178K	0.77%	27
2021 Q2	$3.42M	Sell	72,508 -11,810	-14%	-$560K	0.75%	26
2021 Q1	$3.86M	Buy	84,318 +14,603	+21%	+$641K	1.27%	18
2020 Q4	$2.82M	Buy	+69,715	New	+$2.59M	0.82%	22
2020 Q2	–	Sell	-474	Closed	-$12K	–	828
2020 Q1	$12K	Buy	+474	New	+$15.5K	0.01%	593
2019 Q4	–	Sell	-929	Closed	-$31K	–	801
2019 Q3	$31K	Buy	929 +703	+311%	+$23.7K	0.01%	535
2019 Q2	$7K	Hold	226	–	–	﹤0.01%	821
2019 Q1	$8K	Buy	+226	New	+$7.39K	﹤0.01%	822

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 Wealth Management's SPMD Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.5% in Q2 2026, selling an estimated $76.2K and leaving 45,932 shares worth $3.1M. The position accounts for 0.28% of the portfolio, ranked #85.

Golden State Wealth Management first reported a position in SPMD in Q1 2019 and has held it in 17 quarters since. The position peaked at $5.76M in Q1 2022. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Golden State Wealth Management held 45,932 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.1M as of Q2 2026.
Golden State Wealth Management sold 1,184 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $76.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.28% of Golden State Wealth Management's portfolio in Q2 2026, its #85 holding.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 17 quarters since.
Golden State Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.76M in Q1 2022.
844 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 Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.