IWM
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Iams Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Iams Wealth Management’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 		– Sell
-5,592
Closed -$331K – 200
2026
Q1 		$331K Sell
5,592
-141
-2% -$8.58K 0.12% 162
2025
Q4 		$332K Sell
5,733
-868
-13% -$49.9K 0.12% 157
2025
Q3 		$378K Buy
6,601
+152
+2% +$8.56K 0.15% 136
2025
Q2 		$351K Buy
6,449
+260
+4% +$13.4K 0.16% 133
2025
Q1 		$317K Buy
6,189
+360
+6% +$19.6K 0.15% 135
2024
Q4 		$319K Buy
5,829
+461
+9% +$25.9K 0.15% 135
2024
Q3 		$294K Buy
5,368
+1,437
+37% +$76K 0.14% 124
2024
Q2 		$202K Buy
+3,931
New +$203K 0.11% 135

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

Iams Wealth Management's SPMD Position: Q2 2026 in Review

Iams Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 5,592 shares — an estimated $331K sold.

Iams Wealth Management first reported a position in SPMD in Q2 2024 and held it in 8 quarters. The position peaked at $378K in Q3 2025. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Iams Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Iams Wealth Management sold 5,592 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $331K.
  • Iams Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and held it in 8 quarters.
  • Iams Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $378K in Q3 2025.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.