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

Ironwood 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	$316K	Sell	4,798 -358	-7%	-$23K	0.05%	145
2026 Q1	$305K	Hold	5,156	–	–	0.05%	137
2025 Q4	$313K	Buy	5,156 +1	+0%	+$57	0.05%	136
2025 Q3	$295K	Hold	5,155	–	–	0.05%	144
2025 Q2	$264K	Hold	5,155	–	–	0.06%	139
2025 Q1	$264K	Buy	5,155 +240	+5%	+$13.1K	0.06%	139
2024 Q4	$269K	Buy	+4,915	New	+$277K	0.06%	140

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

Ironwood Financial's SPMD Position: Q2 2026 in Review

Ironwood Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.9% in Q2 2026, selling an estimated $23K and leaving 4,798 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #145.

Ironwood Financial first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Ironwood Financial held 4,798 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $316K as of Q2 2026.
Ironwood Financial sold 358 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $23K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Ironwood Financial's portfolio in Q2 2026, its #145 holding.
Ironwood Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 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 Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.