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Higgins & Schmidt Wealth Strategies’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$15.5M Buy
229,878
+7,445
+3% +$479K 6.41% 4
2026
Q1 		$13.2M Buy
222,433
+5,066
+2% +$308K 6.02% 4
2025
Q4 		$12.6M Buy
217,367
+8,895
+4% +$511K 5.96% 4
2025
Q3 		$11.9M Buy
208,472
+4,791
+2% +$270K 6.02% 4
2025
Q2 		$11.1M Sell
203,681
-726
-0.4% -$37.4K 6.13% 4
2025
Q1 		$10.5M Buy
204,407
+7,426
+4% +$405K 6.18% 4
2024
Q4 		$10.8M Sell
196,981
-25,207
-11% -$1.42M 6.72% 4
2024
Q3 		$12.1M Buy
222,188
+12,376
+6% +$654K 7.84% 5
2024
Q2 		$10.8M Buy
209,812
+1,878
+0.9% +$96.9K 7.76% 5
2024
Q1 		$11.1M Buy
207,934
+5,476
+3% +$272K 8.18% 5
2023
Q4 		$9.86M Buy
+202,458
New +$9.02M 7.94% 5

Other funds holding SPMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's SPMD Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.3% in Q2 2026, buying an estimated $479K and bringing the position to 229,878 shares worth $15.5M. The position accounts for 6.41% of the portfolio, ranked #4.

Higgins & Schmidt Wealth Strategies first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 415 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 229,878 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $15.5M as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies bought 7,445 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $479K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 6.41% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #4 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.