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SPMD icon

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

Intrua Financial’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 		$3.06M Sell
45,239
-791
-2% -$50.9K 0.28% 73
2026
Q1 		$2.73M Sell
46,030
-2,823
-6% -$172K 0.28% 70
2025
Q4 		$2.83M Buy
48,853
+28,363
+138% +$1.63M 0.3% 62
2025
Q3 		$1.17M Buy
+20,490
New +$1.15M 0.13% 130
2025
Q1 		– Sell
-15,927
Closed -$871K – 399
2024
Q4 		$871K Buy
+15,927
New +$896K 0.13% 125
2024
Q3 		– Sell
-14,309
Closed -$734K – 407
2024
Q2 		$734K Buy
+14,309
New +$738K 0.11% 165

Other funds holding SPMD

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Intrua Financial's SPMD Position: Q2 2026 in Review

Intrua Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.7% in Q2 2026, selling an estimated $50.9K and leaving 45,239 shares worth $3.06M. The position accounts for 0.28% of the portfolio, ranked #73.

Intrua Financial first reported a position in SPMD in Q2 2024 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Intrua Financial held 45,239 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.06M as of Q2 2026.
  • Intrua Financial sold 791 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $50.9K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.28% of Intrua Financial's portfolio in Q2 2026, its #73 holding.
  • Intrua Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 6 quarters since.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.