Guardian Wealth Advisors (Minnesota)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Guardian Wealth Advisors (Minnesota)’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	$240K	Hold	3,545	–	–	0.12%	63
2026 Q1	$210K	Sell	3,545 -120	-3%	-$7.3K	0.12%	63
2025 Q4	$212K	Sell	3,665 -60	-2%	-$3.45K	0.12%	64
2025 Q3	$213K	Sell	3,725 -125	-3%	-$7.04K	0.12%	71
2025 Q2	$209K	Buy	+3,850	New	+$198K	0.12%	72
2025 Q1	–	Sell	-4,100	Closed	-$224K	–	75
2024 Q4	$224K	Hold	4,100	–	–	0.14%	70
2024 Q3	$224K	Hold	4,100	–	–	0.14%	74
2024 Q2	$210K	Hold	4,100	–	–	0.14%	75
2024 Q1	$219K	Buy	+4,100	New	+$204K	0.14%	72

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

Guardian Wealth Advisors (Minnesota)'s SPMD Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 3,545 shares worth $240K. The position accounts for 0.12% of the portfolio, ranked #63.

Guardian Wealth Advisors (Minnesota) first reported a position in SPMD in Q1 2024 and has held it in 9 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Guardian Wealth Advisors (Minnesota) held 3,545 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $240K as of Q2 2026.
Guardian Wealth Advisors (Minnesota) 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 0.12% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #63 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 9 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.