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

Graney & King’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	$79.8K	Hold	1,182	–	–	0.03%	124
2026 Q1	$70K	Buy	1,182 +34	+3%	+$2.07K	0.04%	117
2025 Q4	$66.5K	Hold	1,148	–	–	0.04%	114
2025 Q3	$65.6K	Sell	1,148 -556	-33%	-$31.3K	0.05%	113
2025 Q2	$92.7K	Buy	1,704 +1	+0.1%	+$52	0.06%	89
2025 Q1	$87.2K	Sell	1,703 -777	-31%	-$42.4K	0.06%	86
2024 Q4	$136K	Buy	+2,480	New	+$140K	0.1%	70

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

Graney & King's SPMD Position: Q2 2026 in Review

Graney & King held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 1,182 shares worth $79.8K. The position accounts for 0.03% of the portfolio, ranked #124.

Graney & King first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $136K in Q4 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Graney & King held 1,182 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $79.8K as of Q2 2026.
Graney & King 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 0.03% of Graney & King's portfolio in Q2 2026, its #124 holding.
Graney & King first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
Graney & King's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $136K in Q4 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 Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.