HWA
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HHM Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

HHM Wealth 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 		$57.9M Buy
856,429
+42,057
+5% +$2.71M 5.81% 4
2026
Q1 		$48.2M Buy
814,372
+33,281
+4% +$2.03M 5.55% 4
2025
Q4 		$45.2M Sell
781,091
-27,789
-3% -$1.6M 5.32% 4
2025
Q3 		$46.3M Sell
808,880
-51,972
-6% -$2.93M 5.35% 4
2025
Q2 		$46.8M Buy
860,852
+49,020
+6% +$2.52M 5.56% 4
2025
Q1 		$41.5M Buy
811,832
+229,939
+40% +$12.5M 5.59% 4
2024
Q4 		$31.8M Buy
581,893
+17,972
+3% +$1.01M 4.33% 5
2024
Q3 		$30.8M Buy
563,921
+20,086
+4% +$1.06M 4.37% 5
2024
Q2 		$27.9M Buy
543,835
+64,257
+13% +$3.32M 4.2% 4
2024
Q1 		$25.6M Buy
479,578
+476,433
+15,149% +$23.7M 4.21% 5
2023
Q4 		$153K Buy
3,145
+3,110
+8,886% +$139K 0.03% 162
2023
Q3 		$1.53K Hold
35
– – ﹤0.01% 725
2023
Q2 		$1.61K Buy
35
+5
+17% +$218 ﹤0.01% 740
2023
Q1 		$1.32K Buy
+30
New +$1.34K ﹤0.01% 755

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
HSWS
Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return

HHM Wealth Advisors's SPMD Position: Q2 2026 in Review

HHM Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.2% in Q2 2026, buying an estimated $2.71M and bringing the position to 856,429 shares worth $57.9M. The position accounts for 5.81% of the portfolio, ranked #4.

HHM Wealth Advisors first reported a position in SPMD in Q1 2023 and has held it in 14 quarters since. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • HHM Wealth Advisors held 856,429 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $57.9M as of Q2 2026.
  • HHM Wealth Advisors bought 42,057 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.71M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 5.81% of HHM Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • HHM Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.