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

IHT 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	$9.26M	Buy	137,072 +2,931	+2%	+$189K	0.2%	101
2026 Q1	$7.94M	Buy	134,141 +7,008	+6%	+$427K	0.18%	108
2025 Q4	$7.36M	Buy	127,133 +4,305	+4%	+$247K	0.18%	115
2025 Q3	$7.02M	Sell	122,828 -1,224	-1%	-$69K	0.18%	116
2025 Q2	$6.75M	Sell	124,052 -3,900	-3%	-$201K	0.19%	116
2025 Q1	$6.55M	Buy	127,952 +3,513	+3%	+$191K	0.2%	101
2024 Q4	$6.81M	Buy	124,439 +4,980	+4%	+$280K	0.22%	91
2024 Q3	$6.53M	Sell	119,459 -135,512	-53%	-$7.17M	0.19%	108
2024 Q2	$13.1M	Sell	254,971 -8,708	-3%	-$449K	0.49%	34
2024 Q1	$14.1M	Sell	263,679 -33,247	-11%	-$1.65M	0.56%	29
2023 Q4	$14.5M	Buy	296,926 +3,087	+1%	+$138K	0.65%	25
2023 Q3	$12.9M	Sell	293,839 -26,511	-8%	-$1.22M	0.65%	25
2023 Q2	$14.7M	Buy	320,350 +3,387	+1%	+$148K	0.77%	23
2023 Q1	$13.9M	Buy	316,963 +199,053	+169%	+$8.91M	0.8%	23
2022 Q4	$5.01M	Buy	117,910 +4,645	+4%	+$197K	0.31%	74
2022 Q3	$4.37M	Sell	113,265 -1,599	-1%	-$67.8K	0.33%	56
2022 Q2	$4.56M	Buy	114,864 +6,591	+6%	+$286K	0.4%	45
2022 Q1	$5.11M	Buy	108,273 +8,607	+9%	+$402K	0.39%	46
2021 Q4	$4.96M	Buy	99,666 +10,738	+12%	+$525K	0.37%	53
2021 Q3	$4.11M	Buy	88,928 +10,687	+14%	+$505K	0.33%	65
2021 Q2	$3.69M	Sell	78,241 -1,272	-2%	-$60.4K	0.23%	90
2021 Q1	$3.64M	Sell	79,513 -3,994	-5%	-$175K	0.26%	85
2020 Q4	$3.37M	Sell	83,507 -3,002	-3%	-$111K	0.28%	81
2020 Q3	$2.82M	Sell	86,509 -12,239	-12%	-$402K	0.28%	82
2020 Q2	$3.09M	Buy	98,748 +8,455	+9%	+$247K	0.42%	50
2020 Q1	$2.29M	Buy	+90,293	New	+$2.95M	0.33%	72

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 22.96% 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

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

IHT Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.2% in Q2 2026, buying an estimated $189K and bringing the position to 137,072 shares worth $9.26M. The position accounts for 0.2% of the portfolio, ranked #101.

IHT Wealth Management first reported a position in SPMD in Q1 2020 and has held it in 26 quarters since. The position peaked at $14.7M in Q2 2023. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

IHT Wealth Management held 137,072 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $9.26M as of Q2 2026.
IHT Wealth Management bought 2,931 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $189K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.2% of IHT Wealth Management's portfolio in Q2 2026, its #101 holding.
IHT Wealth Management 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.
IHT Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $14.7M in Q2 2023.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.