Johnson Financial Group Inc (Wisconsin)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$3.65K	Hold	54	–	–	﹤0.01%	718
2026 Q1	$3.2K	Hold	54	–	–	﹤0.01%	742
2025 Q4	$3.13K	Hold	54	–	–	﹤0.01%	761
2025 Q3	$3.09K	Hold	54	–	–	﹤0.01%	886
2025 Q2	$2.94K	Hold	54	–	–	﹤0.01%	663
2025 Q1	$2.76K	Hold	54	–	–	﹤0.01%	817
2024 Q4	$3.06K	Sell	54 -47	-47%	-$2.65K	﹤0.01%	772
2024 Q3	$5.52K	Buy	101 +47	+87%	+$2.48K	﹤0.01%	766
2024 Q2	$2.77K	Sell	54 -640	-92%	-$33K	﹤0.01%	646
2024 Q1	$37K	Buy	694 +640	+1,185%	+$31.8K	﹤0.01%	450
2023 Q4	$2.63K	Hold	54	–	–	﹤0.01%	745
2023 Q3	$2.37K	Hold	54	–	–	﹤0.01%	599
2023 Q2	$2.48K	Buy	+54	New	+$2.36K	﹤0.01%	610

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

Johnson Financial Group Inc (Wisconsin)'s SPMD Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 54 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Johnson Financial Group Inc (Wisconsin) first reported a position in SPMD in Q2 2023 and has held it in 13 quarters since. The position peaked at $37K in Q1 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 54 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.65K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #718 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 13 quarters since.
Johnson Financial Group Inc (Wisconsin)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $37K in Q1 2024.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.