Integrated Wealth Concepts
SPMD icon

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

Integrated Wealth Concepts’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 		$11.8M Buy
173,924
+7,452
+4% +$479K 0.08% 251
2026
Q1 		$9.9M Buy
166,472
+80,004
+93% +$4.87M 0.08% 250
2025
Q4 		$5.01M Sell
86,468
-56,020
-39% -$3.22M 0.06% 290
2025
Q3 		$8.15M Buy
142,488
+3,731
+3% +$210K 0.07% 262
2025
Q2 		$7.55M Buy
138,757
+19,527
+16% +$1.01M 0.08% 248
2025
Q1 		$6.1M Sell
119,230
-3,202
-3% -$175K 0.07% 270
2024
Q4 		$6.7M Buy
122,432
+11,436
+10% +$644K 0.08% 242
2024
Q3 		$6.07M Sell
110,996
-33,240
-23% -$1.76M 0.07% 244
2024
Q2 		$7.4M Buy
144,236
+5,338
+4% +$275K 0.1% 205
2024
Q1 		$7.41M Sell
138,898
-7,795
-5% -$388K 0.11% 209
2023
Q4 		$7.15M Sell
146,693
-52,282
-26% -$2.33M 0.12% 188
2023
Q3 		$8.71M Sell
198,975
-39,684
-17% -$1.82M 0.15% 156
2023
Q2 		$11M Buy
238,659
+94,680
+66% +$4.14M 0.19% 129
2023
Q1 		$6.33M Buy
143,979
+95,487
+197% +$4.27M 0.13% 169
2022
Q4 		$2.06M Buy
48,492
+4,207
+9% +$179K 0.06% 309
2022
Q3 		$1.71M Sell
44,285
-1,475
-3% -$62.5K 0.05% 320
2022
Q2 		$1.82M Buy
45,760
+1,183
+3% +$51.3K 0.06% 300
2022
Q1 		$2.1M Sell
44,577
-2,828
-6% -$132K 0.06% 250
2021
Q4 		$2.36M Sell
47,405
-4,341
-8% -$212K 0.07% 235
2021
Q3 		$2.39M Sell
51,746
-2,599
-5% -$123K 0.08% 217
2021
Q2 		$2.57M Buy
54,345
+10,867
+25% +$516K 0.09% 184
2021
Q1 		$1.99M Buy
43,478
+12,211
+39% +$536K 0.08% 186
2020
Q4 		$1.26M Buy
+31,267
New +$1.16M 0.06% 211

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
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Integrated Wealth Concepts's SPMD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.5% in Q2 2026, buying an estimated $479K and bringing the position to 173,924 shares worth $11.8M. The position accounts for 0.08% of the portfolio, ranked #251.

Integrated Wealth Concepts first reported a position in SPMD in Q4 2020 and has held it in 23 quarters since. 847 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Integrated Wealth Concepts held 173,924 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $11.8M as of Q2 2026.
  • Integrated Wealth Concepts bought 7,452 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $479K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Integrated Wealth Concepts's portfolio in Q2 2026, its #251 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 847 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.