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

KPP 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	$691K	Buy	10,231 +3,217	+46%	+$207K	0.09%	178
2026 Q1	$415K	Buy	7,014 +341	+5%	+$20.8K	0.06%	240
2025 Q4	$386K	Buy	6,673 +2,109	+46%	+$121K	0.06%	233
2025 Q3	$261K	Buy	4,564 +265	+6%	+$14.9K	0.04%	291
2025 Q2	$234K	Buy	+4,299	New	+$221K	0.04%	284

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

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

KPP Advisory Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 46% in Q2 2026, buying an estimated $207K and bringing the position to 10,231 shares worth $691K. The position accounts for 0.09% of the portfolio, ranked #178.

KPP Advisory Services first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

KPP Advisory Services held 10,231 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $691K as of Q2 2026.
KPP Advisory Services bought 3,217 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $207K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of KPP Advisory Services's portfolio in Q2 2026, its #178 holding.
KPP Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 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 KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.