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

IFP 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 		$3.6M Buy
53,255
+5,176
+11% +$333K 0.07% 330
2026
Q1 		$2.85M Sell
48,079
-10,539
-18% -$642K 0.06% 355
2025
Q4 		$3.39M Buy
58,618
+1,818
+3% +$104K 0.08% 285
2025
Q3 		$3.25M Sell
56,800
-7,087
-11% -$399K 0.08% 257
2025
Q2 		$3.47M Buy
63,887
+3,261
+5% +$168K 0.1% 219
2025
Q1 		$3.1M Buy
60,626
+8,231
+16% +$449K 0.1% 238
2024
Q4 		$2.87M Buy
52,395
+1,340
+3% +$75.4K 0.09% 240
2024
Q3 		$2.79M Buy
51,055
+22,091
+76% +$1.17M 0.1% 227
2024
Q2 		$1.49M Buy
28,964
+3,852
+15% +$199K 0.06% 335
2024
Q1 		$1.34M Sell
25,112
-1,761
-7% -$87.6K 0.06% 342
2023
Q4 		$1.31M Sell
26,873
-6,799
-20% -$303K 0.06% 332
2023
Q3 		$1.47M Buy
33,672
+2,468
+8% +$113K 0.07% 300
2023
Q2 		$1.43M Sell
31,204
-6,182
-17% -$270K 0.06% 331
2023
Q1 		$3.12M Sell
37,386
-255,732
-87% -$11.4M 0.14% 151
2022
Q4 		$24.5M Sell
293,118
-6,723
-2% -$285K 0.66% 17
2022
Q3 		$25.1M Buy
299,841
+69,042
+30% +$2.93M 0.65% 12
2022
Q2 		$19.3M Hold
230,799
– – 0.62% 20
2022
Q1 		$19.3M Buy
230,799
+165,438
+253% +$7.74M 0.62% 20
2021
Q4 		$3.26M Buy
65,361
+10,918
+20% +$533K 0.06% 176
2021
Q3 		$2.53M Buy
54,443
+2,299
+4% +$109K 0.05% 213
2021
Q2 		$2.46M Buy
52,144
+20,526
+65% +$974K 0.05% 211
2021
Q1 		$1.45M Buy
31,618
+11,589
+58% +$509K 0.03% 302
2020
Q4 		$813K Sell
20,029
-643
-3% -$23.8K 0.03% 388
2020
Q3 		$676K Sell
20,672
-16,523
-44% -$543K 0.04% 362
2020
Q2 		$1.15M Sell
37,195
-13,253
-26% -$387K 0.09% 224
2020
Q1 		$1.3M Sell
50,448
-60,598
-55% -$1.98M 0.13% 168
2019
Q4 		$4.02M Sell
111,046
-113,341
-51% -$3.95M 0.3% 75
2019
Q3 		$7.57M Buy
+224,387
New +$7.56M 0.51% 38
2019
Q1 		$70K Sell
2,101
-109,726
-98% -$3.59M 0.01% 831
2018
Q4 		$3.26M Sell
111,827
-28,772
-20% -$937K 0.2% 118
2018
Q3 		$5.08M Buy
140,599
+50,325
+56% +$1.82M 0.21% 109
2018
Q2 		$3.15M Buy
90,274
+60,372
+202% +$2.08M 0.13% 177
2018
Q1 		$998K Hold
29,902
– – 0.05% 394
2017
Q4 		$998K Buy
+29,902
New +$980K 0.05% 394
2017
Q1 		– Sell
-27
Closed -$1K – 4121
2016
Q4 		$1K Hold
27
– – ﹤0.01% 3832
2016
Q3 		$1K Hold
27
– – ﹤0.01% 3768
2016
Q2 		$1K Sell
27
-6,276
-100% -$161K ﹤0.01% 3674
2016
Q1 		$70K Buy
+6,303
New +$149K 0.01% 831

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
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

IFP Advisors's SPMD Position: Q2 2026 in Review

IFP Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 11% in Q2 2026, buying an estimated $333K and bringing the position to 53,255 shares worth $3.6M. The position accounts for 0.07% of the portfolio, ranked #330.

IFP Advisors first reported a position in SPMD in Q1 2016 and has held it in 38 quarters since. The position peaked at $25.1M in Q3 2022. 164 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • IFP Advisors held 53,255 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.6M as of Q2 2026.
  • IFP Advisors bought 5,176 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $333K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of IFP Advisors's portfolio in Q2 2026, its #330 holding.
  • IFP Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2016 and has held it in 38 quarters since.
  • IFP Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $25.1M in Q3 2022.
  • 164 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.