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

Kingswood Wealth Advisors’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	$2.43M	Buy	35,979 +25,414	+241%	+$1.64M	0.1%	223
2026 Q1	$626K	Buy	10,565 +4,111	+64%	+$250K	0.03%	493
2025 Q4	$374K	Buy	6,454 +1,886	+41%	+$108K	0.02%	613
2025 Q3	$261K	Sell	4,568 -1,203	-21%	-$67.8K	0.02%	671
2025 Q2	$314K	Sell	5,771 -1,507	-21%	-$77.6K	0.02%	555
2025 Q1	$372K	Sell	7,278 -454	-6%	-$24.7K	0.03%	476
2024 Q4	$423K	Sell	7,732 -112	-1%	-$6.3K	0.03%	493
2024 Q3	$429K	Sell	7,844 -4,863	-38%	-$257K	0.03%	497
2024 Q2	$652K	Sell	12,707 -365	-3%	-$18.8K	0.06%	316
2024 Q1	$697K	Buy	13,072 +7,276	+126%	+$362K	0.08%	270
2023 Q4	$282K	Buy	5,796 +377	+7%	+$16.8K	0.03%	495
2023 Q3	$237K	Buy	+5,419	New	+$249K	0.04%	358

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

Kingswood Wealth Advisors's SPMD Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 241% in Q2 2026, buying an estimated $1.64M and bringing the position to 35,979 shares worth $2.43M. The position accounts for 0.1% of the portfolio, ranked #223.

Kingswood Wealth Advisors first reported a position in SPMD in Q3 2023 and has held it in 12 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Kingswood Wealth Advisors held 35,979 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.43M as of Q2 2026.
Kingswood Wealth Advisors bought 25,414 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.64M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.1% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #223 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 12 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.