IAA
SPMD icon

Independent Advisor Alliance’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Independent Advisor Alliance’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 		$2M Sell
29,540
-307,881
-91% -$19.8M 0.05% 279
2026
Q1 		$20M Buy
337,421
+285,013
+544% +$17.3M 0.21% 94
2025
Q4 		$3.03M Buy
52,408
+30,277
+137% +$1.74M 0.07% 218
2025
Q3 		$1.27M Buy
22,131
+2,504
+13% +$141K 0.03% 386
2025
Q2 		$1.07M Buy
19,627
+2,440
+14% +$126K 0.03% 405
2025
Q1 		$880K Sell
17,187
-449,608
-96% -$24.5M 0.03% 396
2024
Q4 		$25.5M Buy
+466,795
New +$26.3M 0.34% 61
2024
Q1 		– Sell
-11,125
Closed -$515K – 735
2023
Q4 		$515K Buy
11,125
+5,563
+100% +$248K 0.02% 437
2023
Q3 		$244K Buy
5,562
+1
+0% +$46 0.01% 566
2023
Q2 		$255K Buy
5,561
+2
+0% +$87 0.01% 564
2023
Q1 		$244K Buy
5,559
+1
+0% +$45 0.01% 565
2022
Q4 		$236K Buy
5,558
+1
+0% +$42 0.08% 134
2022
Q3 		$214K Buy
5,557
+1
+0% +$42 0.01% 565
2022
Q2 		$221K Buy
5,556
+1
+0% +$43 0.01% 551
2022
Q1 		$262K Buy
5,555
+1,199
+28% +$56.1K 0.01% 533
2021
Q4 		$217K Sell
4,356
-65
-1% -$3.17K 0.01% 609
2021
Q3 		$204K Buy
4,421
+117
+3% +$5.53K 0.01% 584
2021
Q2 		$203K Sell
4,304
-410
-9% -$19.5K 0.01% 587
2021
Q1 		$216K Buy
+4,714
New +$207K 0.01% 540

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Independent Advisor Alliance's SPMD Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 91% in Q2 2026, selling an estimated $19.8M and leaving 29,540 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #279.

Independent Advisor Alliance first reported a position in SPMD in Q1 2021 and has held it in 19 quarters since. The position peaked at $25.5M in Q4 2024. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Independent Advisor Alliance held 29,540 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2M as of Q2 2026.
  • Independent Advisor Alliance sold 307,881 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $19.8M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #279 holding.
  • Independent Advisor Alliance first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 19 quarters since.
  • Independent Advisor Alliance's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $25.5M in Q4 2024.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.