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

Grey Fox Wealth 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	$258K	Buy	3,813 +2	+0.1%	+$129	0.04%	148
2026 Q1	$226K	Buy	3,811 +63	+2%	+$3.83K	0.04%	130
2025 Q4	$217K	Buy	3,748 +3	+0.1%	+$172	0.04%	127
2025 Q3	$214K	Buy	3,745 +10	+0.3%	+$563	0.04%	135
2025 Q2	$203K	Sell	3,735 -407	-10%	-$21K	0.05%	127
2025 Q1	$212K	Buy	4,142 +4	+0.1%	+$218	0.06%	118
2024 Q4	$226K	Buy	4,138 +5	+0.1%	+$281	0.06%	117
2024 Q3	$226K	Sell	4,133 -1,140	-22%	-$60.3K	0.06%	113
2024 Q2	$270K	Buy	5,273 +10	+0.2%	+$516	0.1%	109
2024 Q1	$281K	Buy	5,263 +7	+0.1%	+$348	0.11%	108
2023 Q4	$256K	Buy	+5,256	New	+$234K	0.11%	93
2023 Q2	–	Sell	-2,447	Closed	-$108K	–	448
2023 Q1	$108K	Sell	2,447 -866	-26%	-$38.8K	0.06%	136
2022 Q4	$141K	Buy	+3,313	New	+$141K	0.09%	112

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Grey Fox Wealth Advisors's SPMD Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.05% in Q2 2026, buying an estimated $129 and bringing the position to 3,813 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #148.

Grey Fox Wealth Advisors first reported a position in SPMD in Q4 2022 and has held it in 13 quarters since. The position peaked at $281K in Q1 2024. 215 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Grey Fox Wealth Advisors held 3,813 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $258K as of Q2 2026.
Grey Fox Wealth Advisors bought 2 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $129.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #148 holding.
Grey Fox Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 13 quarters since.
Grey Fox Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $281K in Q1 2024.
215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.