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

JGP 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	$219K	Buy	+3,239	New	+$208K	0.02%	219
2025 Q3	–	Sell	-4,420	Closed	-$240K	–	220
2025 Q2	$240K	Buy	+4,420	New	+$228K	0.03%	184

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

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

JGP Wealth Management opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 3,239 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings. This is a return to the name: JGP Wealth Management previously reported a position in SPMD as recently as Q2 2025.

JGP Wealth Management first reported a position in SPMD in Q2 2025 and has held it in 2 quarters since. The position peaked at $240K in Q2 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

JGP Wealth Management held 3,239 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $219K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new JGP Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #219 holding.
JGP Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 2 quarters since.
JGP Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $240K in Q2 2025.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.