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

HB Wealth 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	$250K	Sell	3,698 -7,578	-67%	-$488K	﹤0.01%	1472
2026 Q1	$668K	Buy	11,276 +7,618	+208%	+$464K	﹤0.01%	837
2025 Q4	$212K	Hold	3,658	–	–	﹤0.01%	1309
2025 Q3	$209K	Buy	+3,658	New	+$206K	﹤0.01%	1253
2025 Q2	–	Sell	-4,012	Closed	-$205K	–	1287
2025 Q1	$205K	Sell	4,012 -745	-16%	-$40.6K	﹤0.01%	1130
2024 Q4	$260K	Hold	4,757	–	–	﹤0.01%	867
2024 Q3	$260K	Hold	4,757	–	–	﹤0.01%	805
2024 Q2	$244K	Hold	4,757	–	–	﹤0.01%	782
2024 Q1	$254K	Sell	4,757 -1,824	-28%	-$90.7K	﹤0.01%	715
2023 Q4	$321K	Sell	6,581 -1,187	-15%	-$52.9K	﹤0.01%	592
2023 Q3	$340K	Buy	+7,768	New	+$357K	0.01%	535

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

HB Wealth Management's SPMD Position: Q2 2026 in Review

HB Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 67% in Q2 2026, selling an estimated $488K and leaving 3,698 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

HB Wealth Management first reported a position in SPMD in Q3 2023 and has held it in 11 quarters since. The position peaked at $668K in Q1 2026. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

HB Wealth Management held 3,698 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $250K as of Q2 2026.
HB Wealth Management sold 7,578 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $488K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1472 holding.
HB Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 11 quarters since.
HB Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $668K in Q1 2026.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.