HeadInvest LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

HeadInvest LLC’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	$820K	Buy	12,130 +5,930	+96%	+$382K	0.15%	121
2026 Q1	$367K	Buy	6,200 +2,026	+49%	+$123K	0.08%	170
2025 Q4	$242K	Buy	4,174 +404	+11%	+$23.2K	0.05%	201
2025 Q3	$216K	Sell	3,770 -225	-6%	-$12.7K	0.04%	208
2025 Q2	$217K	Hold	3,995	–	–	0.05%	201
2025 Q1	$204K	Buy	+3,995	New	+$218K	0.04%	230

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

HeadInvest LLC's SPMD Position: Q2 2026 in Review

HeadInvest LLC increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 96% in Q2 2026, buying an estimated $382K and bringing the position to 12,130 shares worth $820K. The position accounts for 0.15% of the portfolio, ranked #121.

HeadInvest LLC first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

HeadInvest LLC held 12,130 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $820K as of Q2 2026.
HeadInvest LLC bought 5,930 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $382K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.15% of HeadInvest LLC's portfolio in Q2 2026, its #121 holding.
HeadInvest LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 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 HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.