IFG Advisory’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

IFG Advisory’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	$5.87M	Buy	+86,842	New	+$5.59M	0.21%	125
2026 Q1	–	Sell	-79,375	Closed	-$4.6M	–	796
2025 Q4	$4.6M	Buy	79,375 +1,801	+2%	+$103K	0.2%	135
2025 Q3	$4.44M	Sell	77,574 -7,120	-8%	-$401K	0.2%	133
2025 Q2	$4.61M	Sell	84,694 -2,926	-3%	-$151K	0.23%	115
2025 Q1	$4.48M	Buy	87,620 +3,303	+4%	+$180K	0.25%	106
2024 Q4	$4.61M	Buy	84,317 +1,640	+2%	+$92.3K	0.26%	104
2024 Q3	$4.52M	Sell	82,677 -487	-0.6%	-$25.8K	0.29%	100
2024 Q2	$4.27M	Sell	83,164 -4,185	-5%	-$216K	0.27%	98
2024 Q1	$4.66M	Sell	87,349 -16,594	-16%	-$825K	0.35%	87
2023 Q4	$5.06M	Buy	103,943 +1,625	+2%	+$72.4K	0.37%	68
2023 Q3	$4.48M	Buy	102,318 +9,426	+10%	+$433K	0.38%	61
2023 Q2	$4.26M	Buy	92,892 +6,776	+8%	+$296K	0.38%	72
2023 Q1	$3.78M	Buy	86,116 +25,323	+42%	+$1.13M	0.35%	70
2022 Q4	$2.58M	Sell	60,793 -1,460	-2%	-$62K	0.26%	95
2022 Q3	$2.4M	Buy	62,253 +7,690	+14%	+$326K	0.22%	105
2022 Q2	$2.17M	Buy	54,563 +261	+0.5%	+$11.3K	0.23%	95
2022 Q1	$2.56M	Buy	54,302 +7,362	+16%	+$344K	0.26%	96
2021 Q4	$2.33M	Buy	46,940 +8,012	+21%	+$391K	0.23%	104
2021 Q3	$1.8M	Buy	38,928 +8,045	+26%	+$380K	0.19%	138
2021 Q2	$1.46M	Buy	30,883 +16,560	+116%	+$786K	0.16%	160
2021 Q1	$655K	Buy	14,323 +5,280	+58%	+$232K	0.08%	255
2020 Q4	$365K	Buy	+9,043	New	+$335K	0.05%	320

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 22.9% 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

IFG Advisory's SPMD Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 86,842 shares worth $5.87M. The stake represents 0.21% of the portfolio and ranks #125 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPMD as recently as Q4 2025.

IFG Advisory first reported a position in SPMD in Q4 2020 and has held it in 22 quarters since. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

IFG Advisory held 86,842 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.87M as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new IFG Advisory position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.21% of IFG Advisory's portfolio in Q2 2026, its #125 holding.
IFG Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 22 quarters since.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.