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

IMG 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	$4.93K	Hold	73	–	–	﹤0.01%	406
2026 Q1	$4.32K	Hold	73	–	–	﹤0.01%	393
2025 Q4	$4.23K	Buy	73 +10	+16%	+$574	﹤0.01%	426
2025 Q3	$3.6K	Sell	63 -24	-28%	-$1.35K	﹤0.01%	389
2025 Q2	$4.73K	Buy	87 +24	+38%	+$1.24K	﹤0.01%	351
2025 Q1	$3.22K	Hold	63	–	–	﹤0.01%	255
2024 Q4	$3.44K	Buy	+63	New	+$3.54K	﹤0.01%	218

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

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

IMG Wealth Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 73 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

IMG Wealth Management first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

IMG Wealth Management held 73 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.93K as of Q2 2026.
IMG Wealth Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #406 holding.
IMG Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 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 IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.