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

Jacksonville Wealth Management’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	$6.66M	Buy	98,537 +7,688	+8%	+$495K	3.77%	7
2026 Q1	$5.38M	Buy	90,849 +13,603	+18%	+$828K	3.63%	8
2025 Q4	$4.47M	Buy	77,246 +3,119	+4%	+$179K	3.17%	8
2025 Q3	$4.24M	Buy	74,127 +7,935	+12%	+$447K	3.11%	8
2025 Q2	$3.6M	Buy	66,192 +5,794	+10%	+$298K	2.89%	9
2025 Q1	$3.09M	Buy	60,398 +1,389	+2%	+$75.7K	3.04%	9
2024 Q4	$3.23M	Buy	+59,009	New	+$3.32M	3.01%	9

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

Jacksonville Wealth Management's SPMD Position: Q2 2026 in Review

Jacksonville Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.5% in Q2 2026, buying an estimated $495K and bringing the position to 98,537 shares worth $6.66M. The position accounts for 3.77% of the portfolio, ranked #7.

Jacksonville Wealth Management first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Jacksonville Wealth Management held 98,537 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.66M as of Q2 2026.
Jacksonville Wealth Management bought 7,688 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $495K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.77% of Jacksonville Wealth Management's portfolio in Q2 2026, its #7 holding.
Jacksonville Wealth Management 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.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.