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

Impact Partnership Wealth’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	$46.5M	Buy	687,948 +41,469	+6%	+$2.67M	4.52%	4
2026 Q1	$38.3M	Buy	646,479 +5,200	+0.8%	+$317K	4.73%	3
2025 Q4	$37.1M	Buy	641,279 +63,368	+11%	+$3.64M	4.76%	4
2025 Q3	$33.1M	Buy	577,911 +87,463	+18%	+$4.93M	4.91%	4
2025 Q2	$26.7M	Buy	490,448 +40,226	+9%	+$2.07M	4.92%	5
2025 Q1	$23M	Buy	450,222 +101,791	+29%	+$5.55M	4.92%	4
2024 Q4	$19.1M	Buy	348,431 +14,231	+4%	+$801K	3.85%	4
2024 Q3	$18.3M	Buy	334,200 +50,667	+18%	+$2.68M	4.12%	5
2024 Q2	$14.5M	Buy	283,533 +97,390	+52%	+$5.02M	3.82%	5
2024 Q1	$9.93M	Buy	186,143 +37,443	+25%	+$1.86M	3.93%	4
2023 Q4	$7.24M	Buy	+148,700	New	+$6.62M	2.65%	8
2023 Q3	–	Sell	-1,199	Closed	-$55K	–	1187
2023 Q2	$55K	Buy	+1,199	New	+$52.4K	0.02%	249

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

Impact Partnership Wealth's SPMD Position: Q2 2026 in Review

Impact Partnership Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.4% in Q2 2026, buying an estimated $2.67M and bringing the position to 687,948 shares worth $46.5M. The position accounts for 4.52% of the portfolio, ranked #4.

Impact Partnership Wealth first reported a position in SPMD in Q2 2023 and has held it in 12 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Impact Partnership Wealth held 687,948 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $46.5M as of Q2 2026.
Impact Partnership Wealth bought 41,469 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.67M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 4.52% of Impact Partnership Wealth's portfolio in Q2 2026, its #4 holding.
Impact Partnership Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 12 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.