Krilogy Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Krilogy Financial’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	$998K	Buy	14,774 +182	+1%	+$11.7K	0.03%	399
2026 Q1	$914K	Buy	14,592 +16	+0.1%	+$974	0.03%	398
2025 Q4	$890K	Sell	14,576 -1,197	-8%	-$68.8K	0.03%	377
2025 Q3	$896K	Buy	+15,773	New	+$889K	0.03%	355
2023 Q1	–	Sell	-24,520	Closed	-$1.04M	–	421
2022 Q4	$1.04M	Buy	+24,520	New	+$1.04M	0.1%	158

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

Krilogy Financial's SPMD Position: Q2 2026 in Review

Krilogy Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.2% in Q2 2026, buying an estimated $11.7K and bringing the position to 14,774 shares worth $998K. The position accounts for 0.03% of the portfolio, ranked #399.

Krilogy Financial first reported a position in SPMD in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.04M in Q4 2022. 841 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Krilogy Financial held 14,774 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $998K as of Q2 2026.
Krilogy Financial bought 182 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $11.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #399 holding.
Krilogy Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 5 quarters since.
Krilogy Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.04M in Q4 2022.
841 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.