Kestra Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Kestra Advisory Services’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	$2.74M	Sell	40,509 -8,135	-17%	-$523K	0.01%	1158
2026 Q1	$2.88M	Buy	48,644 +14,210	+41%	+$865K	0.01%	1088
2025 Q4	$1.99M	Buy	34,434 +189	+0.6%	+$10.9K	0.01%	1205
2025 Q3	$1.96M	Buy	34,245 +14,301	+72%	+$806K	0.01%	1161
2025 Q2	$1.08M	Sell	19,944 -1,599	-7%	-$82.4K	0.01%	1423
2025 Q1	$1.1M	Buy	21,543 +2,691	+14%	+$147K	0.01%	1342
2024 Q4	$1.03M	Buy	18,852 +1,287	+7%	+$72.4K	0.01%	1403
2024 Q3	$960K	Buy	17,565 +1,839	+12%	+$97.2K	0.01%	1347
2024 Q2	$807K	Sell	15,726 -985	-6%	-$50.8K	﹤0.01%	1460
2024 Q1	$891K	Sell	16,711 -1,050	-6%	-$52.2K	0.01%	1309
2023 Q4	$865K	Buy	17,761 +9,364	+112%	+$417K	0.01%	1205
2023 Q3	$368K	Buy	8,397 +2,477	+42%	+$114K	﹤0.01%	1542
2023 Q2	$272K	Sell	5,920 -416	-7%	-$18.2K	﹤0.01%	1691
2023 Q1	$278K	Sell	6,336 -392	-6%	-$17.5K	﹤0.01%	1613
2022 Q4	$286K	Sell	6,728 -272	-4%	-$11.5K	﹤0.01%	1779
2022 Q3	$270K	Sell	7,000 -983	-12%	-$41.7K	﹤0.01%	1661
2022 Q2	$317K	Sell	7,983 -22,452	-74%	-$974K	﹤0.01%	1585
2022 Q1	$1.44M	Sell	30,435 -34,255	-53%	-$1.6M	0.01%	802
2021 Q4	$3.22M	Buy	64,690 +52,756	+442%	+$2.58M	0.03%	522
2021 Q3	$551K	Sell	11,934 -33,702	-74%	-$1.59M	0.01%	1334
2021 Q2	$2.15M	Sell	45,636 -13,618	-23%	-$646K	0.02%	621
2021 Q1	$2.71M	Buy	59,254 +43,301	+271%	+$1.9M	0.03%	503
2020 Q4	$643K	Buy	15,953 +15,853	+15,853%	+$588K	0.01%	1074
2020 Q3	$227K	Buy	+100	New	+$3.29K	﹤0.01%	1233

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

Kestra Advisory Services's SPMD Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 17% in Q2 2026, selling an estimated $523K and leaving 40,509 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #1158.

Kestra Advisory Services first reported a position in SPMD in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.22M in Q4 2021. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Kestra Advisory Services held 40,509 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.74M as of Q2 2026.
Kestra Advisory Services sold 8,135 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $523K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1158 holding.
Kestra Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.22M in Q4 2021.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.