Landmark Wealth Management (New York)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Landmark Wealth Management (New York)’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	$446K	Sell	6,607 -1,282	-16%	-$82.5K	0.11%	119
2026 Q1	$467K	Buy	7,889 +260	+3%	+$15.8K	0.13%	114
2025 Q4	$442K	Sell	7,629 -368	-5%	-$21.1K	0.17%	65
2025 Q3	$457K	Buy	7,997 +486	+6%	+$27.4K	0.18%	63
2025 Q2	$408K	Buy	7,511 +778	+12%	+$40.1K	0.17%	64
2025 Q1	$345K	Buy	6,733 +1,762	+35%	+$96K	0.15%	60
2024 Q4	$272K	Sell	4,971 -173	-3%	-$9.74K	0.12%	67
2024 Q3	$281K	Sell	5,144 -385	-7%	-$20.4K	0.12%	68
2024 Q2	$284K	Sell	5,529 -49	-0.9%	-$2.53K	0.22%	42
2024 Q1	$298K	Sell	5,578 -219	-4%	-$10.9K	0.14%	63
2023 Q4	$282K	Sell	5,797 -31	-0.5%	-$1.38K	0.14%	64
2023 Q3	$255K	Sell	5,828 -109	-2%	-$5.01K	0.14%	65
2023 Q2	$272K	Hold	5,937	–	–	0.24%	36
2023 Q1	$261K	Sell	5,937 -49	-0.8%	-$2.19K	0.15%	67
2022 Q4	$254K	Sell	5,986 -140	-2%	-$5.94K	0.18%	60
2022 Q3	$236K	Sell	6,126 -834	-12%	-$35.4K	0.18%	56
2022 Q2	$276K	Buy	6,960 +631	+10%	+$27.4K	0.35%	31
2022 Q1	$298K	Buy	+6,329	New	+$296K	0.16%	62

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 22.9% 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

Landmark Wealth Management (New York)'s SPMD Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 16% in Q2 2026, selling an estimated $82.5K and leaving 6,607 shares worth $446K. The position accounts for 0.11% of the portfolio, ranked #119.

Landmark Wealth Management (New York) first reported a position in SPMD in Q1 2022 and has held it in 18 quarters since. The position peaked at $467K in Q1 2026. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Landmark Wealth Management (New York) held 6,607 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $446K as of Q2 2026.
Landmark Wealth Management (New York) sold 1,282 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $82.5K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.11% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #119 holding.
Landmark Wealth Management (New York) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 18 quarters since.
Landmark Wealth Management (New York)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $467K in Q1 2026.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.