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Go Invest LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Go Invest LLC’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 		$31.5K Buy
466
+2
+0.4% +$129 0.01% 52
2026
Q1 		$27.5K Buy
464
+1
+0.2% +$61 0.01% 48
2025
Q4 		$26.8K Buy
+463
New +$26.6K 0.01% 49

Other funds holding SPMD

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
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Go Invest LLC's SPMD Position: Q2 2026 in Review

Go Invest LLC increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.43% in Q2 2026, buying an estimated $129 and bringing the position to 466 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #52.

Go Invest LLC first reported a position in SPMD in Q4 2025 and has held it in 3 quarters since. 496 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Go Invest LLC held 466 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $31.5K as of Q2 2026.
  • Go Invest LLC bought 2 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $129.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Go Invest LLC's portfolio in Q2 2026, its #52 holding.
  • Go Invest LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 496 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.