Investment Planning Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Investment Planning Advisors’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	$728K	Buy	10,769 +45	+0.4%	+$2.9K	0.17%	54
2026 Q1	$635K	Sell	10,724 -33	-0.3%	-$2.01K	0.17%	57
2025 Q4	$623K	Sell	10,757 -349	-3%	-$20K	0.18%	53
2025 Q3	$635K	Sell	11,106 -83	-0.7%	-$4.68K	0.2%	49
2025 Q2	$608K	Sell	11,189 -129	-1%	-$6.64K	0.22%	44
2025 Q1	$579K	Sell	11,318 -57,180	-83%	-$3.12M	0.24%	45
2024 Q4	$3.75M	Sell	68,498 -1,409	-2%	-$79.3K	1.64%	18
2024 Q3	$3.59M	Hold	69,907	–	–	1.83%	19
2024 Q2	$3.59M	Buy	+69,907	New	+$3.61M	1.83%	19

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

Investment Planning Advisors's SPMD Position: Q2 2026 in Review

Investment Planning Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.42% in Q2 2026, buying an estimated $2.9K and bringing the position to 10,769 shares worth $728K. The position accounts for 0.17% of the portfolio, ranked #54.

Investment Planning Advisors first reported a position in SPMD in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.75M in Q4 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Investment Planning Advisors held 10,769 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $728K as of Q2 2026.
Investment Planning Advisors bought 45 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.17% of Investment Planning Advisors's portfolio in Q2 2026, its #54 holding.
Investment Planning Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.75M in Q4 2024.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.