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

Kingsview 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	$1.87M	Sell	27,644 -680	-2%	-$43.7K	0.02%	575
2026 Q1	$1.68M	Buy	28,324 +548	+2%	+$33.4K	0.02%	547
2025 Q4	$1.61M	Sell	27,776 -29	-0.1%	-$1.67K	0.02%	523
2025 Q3	$1.59M	Sell	27,805 -733	-3%	-$41.3K	0.02%	503
2025 Q2	$1.55M	Buy	28,538 +835	+3%	+$43K	0.03%	474
2025 Q1	$1.42M	Sell	27,703 -2,956	-10%	-$161K	0.03%	458
2024 Q4	$1.68M	Buy	30,659 +564	+2%	+$31.7K	0.03%	426
2024 Q3	$1.65M	Buy	30,095 +8,987	+43%	+$475K	0.03%	419
2024 Q2	$1.08M	Buy	21,108 +334	+2%	+$17.2K	0.03%	492
2024 Q1	$1.11M	Buy	20,774 +3,681	+22%	+$183K	0.03%	473
2023 Q4	$833K	Buy	17,093 +1,189	+7%	+$53K	0.02%	518
2023 Q3	$696K	Sell	15,904 -12,249	-44%	-$563K	0.03%	533
2023 Q2	$1.29M	Buy	28,153 +1,646	+6%	+$71.9K	0.05%	335
2023 Q1	$1.16M	Buy	26,507 +1,209	+5%	+$54.1K	0.05%	354
2022 Q4	$1.08M	Buy	25,298 +825	+3%	+$35K	0.05%	330
2022 Q3	$944K	Sell	24,473 -581	-2%	-$24.6K	0.04%	342
2022 Q2	$994K	Buy	25,054 +2,388	+11%	+$104K	0.05%	367
2022 Q1	$1.07M	Buy	22,666 +866	+4%	+$40.5K	0.05%	370
2021 Q4	$1.08M	Buy	21,800 +92	+0.4%	+$4.49K	0.05%	373
2021 Q3	$1M	Buy	21,708 +19	+0.1%	+$897	0.05%	381
2021 Q2	$1.03M	Buy	21,689 +1,122	+5%	+$53.2K	0.05%	373
2021 Q1	$954K	Buy	20,567 +7	+0%	+$307	0.05%	341
2020 Q4	$831K	Buy	20,560 +1,093	+6%	+$40.5K	0.06%	317
2020 Q3	$635K	Buy	19,467 +1,912	+11%	+$62.8K	0.06%	314
2020 Q2	$549K	Buy	17,555 +1,042	+6%	+$30.4K	0.05%	310
2020 Q1	$418K	Buy	16,513 +2,919	+21%	+$95.5K	0.06%	294
2019 Q4	$493K	Sell	13,594 -133	-1%	-$4.63K	0.06%	286
2019 Q3	$465K	Sell	13,727 -1,131	-8%	-$38.1K	0.07%	265
2019 Q2	$506K	Buy	14,858 +2,654	+22%	+$89.4K	0.08%	245
2019 Q1	$407K	Buy	12,204 +662	+6%	+$21.6K	0.06%	298
2018 Q4	$340K	Buy	11,542 +4,513	+64%	+$147K	0.07%	267
2018 Q3	$254K	Buy	+7,029	New	+$254K	0.05%	310

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

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

Kingsview Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.4% in Q2 2026, selling an estimated $43.7K and leaving 27,644 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #575.

Kingsview Wealth Management first reported a position in SPMD in Q3 2018 and has held it in 32 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Kingsview Wealth Management held 27,644 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.87M as of Q2 2026.
Kingsview Wealth Management sold 680 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $43.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #575 holding.
Kingsview Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 32 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.