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

KWB Wealth’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 		$9.42M Buy
139,488
+17,132
+14% +$1.1M 0.81% 36
2026
Q1 		$7.09M Sell
122,356
-310
-0.3% -$18.9K 0.7% 38
2025
Q4 		$7.1M Buy
122,666
+15,003
+14% +$862K 0.67% 39
2025
Q3 		$5.85M Sell
107,663
-7,339
-6% -$413K 0.65% 38
2025
Q2 		$5.89M Sell
115,002
-29,077
-20% -$1.5M 0.72% 30
2025
Q1 		$7.88M Sell
144,079
-12,763
-8% -$696K 0.95% 24
2024
Q4 		$8.58M Sell
156,842
-10,664
-6% -$600K 1.06% 22
2024
Q3 		$8.59M Sell
167,506
-1,101
-0.7% -$58.2K 1.12% 20
2024
Q2 		$8.99M Sell
168,607
-7,775
-4% -$401K 1.24% 19
2024
Q1 		$9.41M Sell
176,382
-45,113
-20% -$2.24M 1.27% 18
2023
Q4 		$10.8M Buy
221,495
+10,621
+5% +$473K 1.56% 16
2023
Q3 		$9.68M Sell
210,874
-1,109
-0.5% -$51K 1.55% 12
2023
Q2 		$9.73M Buy
211,983
+70,198
+50% +$3.07M 1.54% 12
2023
Q1 		$6.03M Buy
141,785
+80
+0.1% +$3.58K 1.11% 20
2022
Q4 		$6.02M Buy
141,705
+2,845
+2% +$121K 1.14% 19
2022
Q3 		$5.35M Sell
138,860
-1,489
-1% -$63.1K 1.07% 19
2022
Q2 		$5.57M Sell
140,349
-32,311
-19% -$1.4M 1.07% 19
2022
Q1 		$8.59M Sell
172,660
-985
-0.6% -$46.1K 1.43% 17
2021
Q4 		$8.64M Buy
173,645
+4,095
+2% +$200K 1.44% 17
2021
Q3 		$7.83M Buy
169,550
+19,987
+13% +$944K 1.39% 17
2021
Q2 		$6.84M Hold
149,563
– – 1.31% 18
2021
Q1 		$6.84M Buy
149,563
+34,611
+30% +$1.52M 1.31% 18
2020
Q4 		$4.64M Buy
+114,952
New +$4.26M 0.97% 22

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

KWB Wealth's SPMD Position: Q2 2026 in Review

KWB Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 14% in Q2 2026, buying an estimated $1.1M and bringing the position to 139,488 shares worth $9.42M. The position accounts for 0.81% of the portfolio, ranked #36.

KWB Wealth first reported a position in SPMD in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.8M in Q4 2023. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • KWB Wealth held 139,488 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $9.42M as of Q2 2026.
  • KWB Wealth bought 17,132 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.1M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.81% of KWB Wealth's portfolio in Q2 2026, its #36 holding.
  • KWB Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $10.8M in Q4 2023.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.