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

Harmony Asset 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	$427K	Hold	6,315	–	–	0.11%	140
2026 Q1	$374K	Hold	6,315	–	–	0.11%	140
2025 Q4	$366K	Hold	6,315	–	–	0.12%	132
2025 Q3	$361K	Sell	6,315 -225	-3%	-$12.7K	0.12%	127
2025 Q2	$356K	Hold	6,540	–	–	0.13%	126
2025 Q1	$335K	Sell	6,540 -465	-7%	-$25.3K	0.14%	127
2024 Q4	$383K	Buy	7,005 +60	+0.9%	+$3.38K	0.15%	118
2024 Q3	$380K	Buy	6,945 +200	+3%	+$10.6K	0.14%	120
2024 Q2	$346K	Sell	6,745 -160	-2%	-$8.26K	0.15%	115
2024 Q1	$368K	Hold	6,905	–	–	0.15%	106
2023 Q4	$336K	Buy	+6,905	New	+$308K	0.14%	101

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

Harmony Asset Management's SPMD Position: Q2 2026 in Review

Harmony Asset Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 6,315 shares worth $427K. The position accounts for 0.11% of the portfolio, ranked #140.

Harmony Asset Management first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Harmony Asset Management held 6,315 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $427K as of Q2 2026.
Harmony Asset Management 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 0.11% of Harmony Asset Management's portfolio in Q2 2026, its #140 holding.
Harmony Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 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 Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.