HFM Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

HFM Investment Advisors’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	$11.6K	Sell	173 -123	-42%	-$7.91K	﹤0.01%	110
2026 Q1	$17.5K	Buy	296 +117	+65%	+$7.12K	0.01%	95
2025 Q4	$10.3K	Buy	179 +23	+15%	+$1.32K	﹤0.01%	124
2025 Q3	$8.9K	Buy	156 +4	+3%	+$225	﹤0.01%	87
2025 Q2	$8.29K	Sell	152 -4	-3%	-$206	﹤0.01%	92
2025 Q1	$7.98K	Buy	+156	New	+$8.5K	﹤0.01%	86

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

HFM Investment Advisors's SPMD Position: Q2 2026 in Review

HFM Investment Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 42% in Q2 2026, selling an estimated $7.91K and leaving 173 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

HFM Investment Advisors first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.5K in Q1 2026. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

HFM Investment Advisors held 173 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $11.6K as of Q2 2026.
HFM Investment Advisors sold 123 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $7.91K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #110 holding.
HFM Investment Advisors 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.
HFM Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $17.5K in Q1 2026.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.