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

Independent Financial Group’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	$7.36M	Buy	108,925 +1,574	+1%	+$101K	0.14%	145
2026 Q1	$6.36M	Buy	107,351 +1,678	+2%	+$102K	0.14%	149
2025 Q4	$6.12M	Buy	105,673 +280	+0.3%	+$16.1K	0.14%	139
2025 Q3	$6.03M	Sell	105,393 -5,464	-5%	-$308K	0.14%	136
2025 Q2	$6.03M	Sell	110,857 -3,363	-3%	-$173K	0.17%	114
2025 Q1	$5.85M	Buy	114,220 +3,185	+3%	+$174K	0.2%	96
2024 Q4	$6.07M	Buy	111,035 +105,206	+1,805%	+$5.92M	0.2%	97
2024 Q3	$319K	Buy	5,829 +907	+18%	+$48K	0.01%	855
2024 Q2	$252K	Buy	4,922 +114	+2%	+$5.88K	0.01%	915
2024 Q1	$256K	Sell	4,808 -618	-11%	-$30.7K	0.01%	853
2023 Q4	$264K	Buy	+5,426	New	+$242K	0.01%	775
2023 Q3	–	Sell	-5,394	Closed	-$248K	–	951
2023 Q2	$248K	Sell	5,394 -3,416	-39%	-$149K	0.02%	739
2023 Q1	$387K	Buy	+8,810	New	+$394K	0.03%	528

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

Independent Financial Group's SPMD Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.5% in Q2 2026, buying an estimated $101K and bringing the position to 108,925 shares worth $7.36M. The position accounts for 0.14% of the portfolio, ranked #145.

Independent Financial Group first reported a position in SPMD in Q1 2023 and has held it in 13 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Independent Financial Group held 108,925 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.36M as of Q2 2026.
Independent Financial Group bought 1,574 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $101K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.14% of Independent Financial Group's portfolio in Q2 2026, its #145 holding.
Independent Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 13 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.