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

JFS Wealth 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	$61.2K	Buy	906 +1	+0.1%	+$64	﹤0.01%	509
2026 Q1	$53.6K	Sell	905 -179	-17%	-$10.9K	﹤0.01%	508
2025 Q4	$62.8K	Buy	1,084 +2	+0.2%	+$115	﹤0.01%	473
2025 Q3	$61.9K	Buy	1,082 +65	+6%	+$3.66K	﹤0.01%	475
2025 Q2	$55.3K	Buy	1,017 +55	+6%	+$2.83K	﹤0.01%	457
2025 Q1	$49.2K	Buy	962 +2	+0.2%	+$109	﹤0.01%	477
2024 Q4	$52.5K	Buy	960 +1	+0.1%	+$56	﹤0.01%	454
2024 Q3	$52.4K	Buy	959 +1	+0.1%	+$53	﹤0.01%	462
2024 Q2	$49.1K	Buy	958 +140	+17%	+$7.22K	﹤0.01%	417
2024 Q1	$43.6K	Buy	818 +1	+0.1%	+$50	﹤0.01%	453
2023 Q4	$39.8K	Sell	817 -423	-34%	-$18.8K	﹤0.01%	446
2023 Q3	$54.3K	Sell	1,240 -447	-26%	-$20.6K	0.01%	369
2023 Q2	$77.4K	Buy	1,687 +1	+0.1%	+$44	0.01%	310
2023 Q1	$74.1K	Buy	1,686 +1	+0.1%	+$45	0.01%	317
2022 Q4	$71.6K	Buy	1,685 +1	+0.1%	+$42	0.01%	325
2022 Q3	$65K	Buy	1,684 +1	+0.1%	+$42	0.01%	341
2022 Q2	$67K	Buy	1,683 +449	+36%	+$19.5K	0.01%	350
2022 Q1	$58K	Buy	1,234 +1	+0.1%	+$47	0.01%	397
2021 Q4	$61K	Hold	1,233	–	–	0.01%	389
2021 Q3	$57K	Sell	1,233 -1	-0.1%	-$47	0.01%	401
2021 Q2	$58K	Buy	1,234 +1	+0.1%	+$47	0.01%	261
2021 Q1	$56K	Buy	1,233 +1	+0.1%	+$44	0.01%	238
2020 Q4	$50K	Buy	1,232 +33	+3%	+$1.22K	0.01%	250
2020 Q3	$39K	Sell	1,199 -90	-7%	-$2.96K	0.01%	259
2020 Q2	$40K	Buy	1,289 +7	+0.5%	+$204	0.01%	250
2020 Q1	$32K	Buy	1,282 +452	+54%	+$14.8K	0.01%	245
2019 Q4	$30K	Buy	830 +60	+8%	+$2.09K	0.01%	273
2019 Q3	$26K	Buy	770 +1	+0.1%	+$34	0.01%	280
2019 Q2	$26K	Buy	769 +2	+0.3%	+$67	0.01%	283
2019 Q1	$26K	Buy	767 +120	+19%	+$3.92K	0.01%	273
2018 Q4	$19K	Buy	647 +1	+0.2%	+$33	0.01%	290
2018 Q3	$23K	Buy	646 +526	+438%	+$19K	0.01%	311
2018 Q2	$4K	Buy	+120	New	+$4.13K	﹤0.01%	415

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

JFS Wealth Advisors's SPMD Position: Q2 2026 in Review

JFS Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.11% in Q2 2026, buying an estimated $64 and bringing the position to 906 shares worth $61.2K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

JFS Wealth Advisors first reported a position in SPMD in Q2 2018 and has held it in 33 quarters since. The position peaked at $77.4K in Q2 2023. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

JFS Wealth Advisors held 906 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $61.2K as of Q2 2026.
JFS Wealth Advisors bought 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q2 2026, an estimated $64.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #509 holding.
JFS Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 33 quarters since.
JFS Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $77.4K in Q2 2023.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.