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

Kestra Private Wealth 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	$3.92M	Sell	58,049 -13,795	-19%	-$888K	0.04%	407
2026 Q1	$4.25M	Buy	71,844 +4,598	+7%	+$280K	0.05%	361
2025 Q4	$3.89M	Buy	67,246 +5,409	+9%	+$311K	0.05%	363
2025 Q3	$3.54M	Buy	61,837 +4,407	+8%	+$248K	0.05%	377
2025 Q2	$3.12M	Buy	57,430 +12,700	+28%	+$654K	0.04%	388
2025 Q1	$2.29M	Buy	44,730 +1,633	+4%	+$89K	0.04%	429
2024 Q4	$2.36M	Buy	43,097 +2,631	+7%	+$148K	0.04%	391
2024 Q3	$2.21M	Buy	40,466 +6,936	+21%	+$367K	0.04%	399
2024 Q2	$1.72M	Buy	33,530 +13,935	+71%	+$719K	0.03%	427
2024 Q1	$1.05M	Buy	19,595 +8,968	+84%	+$446K	0.02%	546
2023 Q4	$518K	Buy	10,627 +4,425	+71%	+$197K	0.01%	716
2023 Q3	$272K	Buy	6,202 +368	+6%	+$16.9K	0.01%	907
2023 Q2	$268K	Buy	+5,834	New	+$255K	0.01%	857
2022 Q3	–	Sell	-5,130	Closed	-$204K	–	960
2022 Q2	$204K	Sell	5,130 -3,377	-40%	-$146K	0.01%	797
2022 Q1	$401K	Sell	8,507 -549	-6%	-$25.7K	0.02%	648
2021 Q4	$450K	Buy	9,056 +383	+4%	+$18.7K	0.02%	627
2021 Q3	$400K	Sell	8,673 -1,084	-11%	-$51.2K	0.02%	603
2021 Q2	$461K	Buy	9,757 +2,565	+36%	+$122K	0.03%	530
2021 Q1	$329K	Buy	7,192 +1,869	+35%	+$82K	0.02%	579
2020 Q4	$215K	Sell	5,323 -1,117	-17%	-$41.4K	0.02%	647
2020 Q3	$210K	Buy	+6,440	New	+$212K	0.02%	589

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 22.9% 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 Private Wealth Services's SPMD Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 19% in Q2 2026, selling an estimated $888K and leaving 58,049 shares worth $3.92M. The position accounts for 0.04% of the portfolio, ranked #407.

Kestra Private Wealth Services first reported a position in SPMD in Q3 2020 and has held it in 21 quarters since. The position peaked at $4.25M in Q1 2026. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Kestra Private Wealth Services held 58,049 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.92M as of Q2 2026.
Kestra Private Wealth Services sold 13,795 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $888K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #407 holding.
Kestra Private Wealth Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and has held it in 21 quarters since.
Kestra Private Wealth Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.25M in Q1 2026.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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