HBK Sorce Advisory’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

HBK Sorce Advisory’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	$786K	Buy	11,643 +14	+0.1%	+$901	0.01%	299
2026 Q1	$755K	Sell	11,629 -59	-0.5%	-$3.59K	0.02%	296
2025 Q4	$736K	Hold	11,688	–	–	0.02%	287
2025 Q3	$667K	Buy	11,688 +10	+0.1%	+$563	0.02%	295
2025 Q2	$635K	Buy	11,678 +28	+0.2%	+$1.44K	0.02%	299
2025 Q1	$596K	Buy	11,650 +1,825	+19%	+$99.5K	0.02%	304
2024 Q4	$537K	Buy	9,825 +4,487	+84%	+$253K	0.02%	319
2024 Q3	$292K	Hold	5,338	–	–	0.01%	459
2024 Q2	$274K	Hold	5,338	–	–	0.01%	464
2024 Q1	$285K	Hold	5,338	–	–	0.01%	464
2023 Q4	$260K	Hold	5,338	–	–	0.01%	446
2023 Q3	$234K	Buy	5,338 +105	+2%	+$4.83K	0.01%	479
2023 Q2	$240K	Buy	5,233 +185	+4%	+$8.08K	0.01%	494
2023 Q1	$222K	Sell	5,048 -5,048	-50%	-$226K	0.01%	511
2022 Q4	$429K	Buy	10,096 +4,156	+70%	+$176K	0.01%	442
2022 Q3	$229K	Sell	5,940 -373	-6%	-$15.8K	0.02%	426
2022 Q2	$251K	Buy	6,313 +1,281	+25%	+$55.6K	0.02%	376
2022 Q1	$237K	Sell	5,032 -3,701	-42%	-$173K	0.01%	464
2021 Q4	$434K	Buy	8,733 +148	+2%	+$7.23K	0.02%	361
2021 Q3	$396K	Buy	8,585 +3,392	+65%	+$160K	0.02%	368
2021 Q2	$245K	Buy	5,193 +1	+0%	+$47	0.01%	496
2021 Q1	$238K	Buy	+5,192	New	+$228K	0.01%	471
2020 Q2	–	Sell	-15,061	Closed	-$381K	–	456
2020 Q1	$381K	Sell	15,061 -2,662	-15%	-$87.1K	0.04%	256
2019 Q4	$642K	Hold	17,723	–	–	0.06%	228
2019 Q3	$601K	Hold	17,723	–	–	0.06%	226
2019 Q2	$604K	Hold	17,723	–	–	0.06%	222
2019 Q1	$591K	Hold	17,723	–	–	0.06%	224
2018 Q4	$521K	Buy	+17,723	New	+$577K	0.06%	212

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 22.9% 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

HBK Sorce Advisory's SPMD Position: Q2 2026 in Review

HBK Sorce Advisory increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.12% in Q2 2026, buying an estimated $901 and bringing the position to 11,643 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #299.

HBK Sorce Advisory first reported a position in SPMD in Q4 2018 and has held it in 28 quarters since. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

HBK Sorce Advisory held 11,643 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $786K as of Q2 2026.
HBK Sorce Advisory bought 14 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $901.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #299 holding.
HBK Sorce Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 28 quarters since.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.