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

Innovative Wealth Building’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 		– Sell
-5,307
Closed -$314K – 86
2026
Q1 		$314K Buy
5,307
+36
+0.7% +$2.19K 0.22% 51
2025
Q4 		$305K Buy
+5,271
New +$303K 0.22% 47

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Innovative Wealth Building's SPMD Position: Q2 2026 in Review

Innovative Wealth Building sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 5,307 shares — an estimated $314K sold.

Innovative Wealth Building first reported a position in SPMD in Q4 2025 and held it in 2 quarters. The position peaked at $314K in Q1 2026. 565 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Innovative Wealth Building reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Wealth Building sold 5,307 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $314K.
  • Innovative Wealth Building first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and held it in 2 quarters.
  • Innovative Wealth Building's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $314K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.