Goldstein Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Goldstein Advisors’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	$639K	Hold	9,452	–	–	0.06%	108
2026 Q1	$560K	Hold	9,452	–	–	0.06%	95
2025 Q4	$547K	Hold	9,452	–	–	0.06%	99
2025 Q3	$541K	Buy	9,452 +46	+0.5%	+$2.59K	0.07%	98
2025 Q2	$511K	Sell	9,406 -524	-5%	-$27K	0.07%	92
2025 Q1	$508K	Sell	9,930 -8,443	-46%	-$460K	0.07%	95
2024 Q4	$1M	Hold	18,373	–	–	0.15%	56
2024 Q3	$1M	Buy	18,373 +9,911	+117%	+$524K	0.15%	53
2024 Q2	$434K	Buy	8,462 +72	+0.9%	+$3.71K	0.07%	87
2024 Q1	$448K	Hold	8,390	–	–	0.08%	84
2023 Q4	$409K	Buy	8,390 +392	+5%	+$17.5K	0.07%	116
2023 Q3	$350K	Hold	7,998	–	–	0.07%	95
2023 Q2	$367K	Buy	7,998 +53	+0.7%	+$2.32K	0.08%	92
2023 Q1	$349K	Buy	7,945 +496	+7%	+$22.2K	0.08%	96
2022 Q4	$317K	Buy	+7,449	New	+$316K	0.08%	98

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

Goldstein Advisors's SPMD Position: Q2 2026 in Review

Goldstein Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 9,452 shares worth $639K. The position accounts for 0.06% of the portfolio, ranked #108.

Goldstein Advisors first reported a position in SPMD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1M in Q4 2024. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Goldstein Advisors held 9,452 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $639K as of Q2 2026.
Goldstein Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Goldstein Advisors's portfolio in Q2 2026, its #108 holding.
Goldstein Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 15 quarters since.
Goldstein Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1M in Q4 2024.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.