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IAG Wealth Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

IAG Wealth Partners’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 		$15.1M Sell
222,817
-6,854
-3% -$441K 1.49% 23
2026
Q1 		$13.6M Buy
229,671
+3,275
+1% +$199K 1.52% 23
2025
Q4 		$13.1M Buy
226,396
+12,633
+6% +$726K 1.52% 22
2025
Q3 		$12.2M Buy
213,763
+8,674
+4% +$489K 1.47% 23
2025
Q2 		$11.2M Buy
205,089
+8,416
+4% +$433K 1.48% 21
2025
Q1 		$10.1M Buy
196,673
+13,772
+8% +$751K 1.56% 20
2024
Q4 		$10M Buy
182,901
+4,155
+2% +$234K 1.76% 19
2024
Q3 		$9.77M Buy
178,746
+14,322
+9% +$757K 1.81% 19
2024
Q2 		$8.43M Buy
164,424
+9,284
+6% +$479K 1.7% 19
2024
Q1 		$8.28M Buy
155,140
+10,253
+7% +$510K 1.78% 17
2023
Q4 		$7.06M Buy
144,887
+10,454
+8% +$466K 1.61% 17
2023
Q3 		$5.89M Sell
134,433
-3,715
-3% -$171K 1.64% 15
2023
Q2 		$6.34M Buy
138,148
+3,440
+3% +$150K 1.68% 15
2023
Q1 		$5.92M Sell
134,708
-204
-0.2% -$9.13K 1.64% 16
2022
Q4 		$5.73M Buy
134,912
+8,742
+7% +$371K 1.69% 15
2022
Q3 		$4.87M Buy
126,170
+3,124
+3% +$132K 1.62% 16
2022
Q2 		$4.88M Buy
123,046
+5,641
+5% +$245K 1.6% 14
2022
Q1 		$5.54M Buy
117,405
+6,856
+6% +$321K 1.74% 13
2021
Q4 		$5.5M Sell
110,549
-2,832
-2% -$138K 1.76% 14
2021
Q3 		$5.23M Buy
113,381
+617
+0.5% +$29.1K 1.86% 14
2021
Q2 		$5.32M Sell
112,764
-7,085
-6% -$336K 1.91% 14
2021
Q1 		$5.49M Sell
119,849
-8,940
-7% -$392K 2.09% 13
2020
Q4 		$5.2M Sell
128,789
-6,093
-5% -$226K 2.13% 13
2020
Q3 		$4.4M Sell
134,882
-416
-0.3% -$13.7K 2.03% 13
2020
Q2 		$4.23M Buy
135,298
+85,297
+171% +$2.49M 2.05% 13
2020
Q1 		$1.27M Buy
+50,001
New +$1.64M 0.85% 21

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

IAG Wealth Partners's SPMD Position: Q2 2026 in Review

IAG Wealth Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3% in Q2 2026, selling an estimated $441K and leaving 222,817 shares worth $15.1M. The position accounts for 1.49% of the portfolio, ranked #23.

IAG Wealth Partners first reported a position in SPMD in Q1 2020 and has held it in 26 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • IAG Wealth Partners held 222,817 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $15.1M as of Q2 2026.
  • IAG Wealth Partners sold 6,854 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $441K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.49% of IAG Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.