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

Larson Financial Group’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	$1.72M	Sell	25,403 -11,681	-31%	-$752K	0.05%	275
2026 Q1	$2.2M	Buy	37,084 +3,143	+9%	+$191K	0.07%	221
2025 Q4	$1.97M	Buy	33,941 +1,531	+5%	+$87.9K	0.07%	236
2025 Q3	$1.85M	Sell	32,410 -6,765	-17%	-$381K	0.06%	234
2025 Q2	$2.13M	Buy	39,175 +3,281	+9%	+$169K	0.09%	205
2025 Q1	$1.84M	Sell	35,894 -368	-1%	-$20.1K	0.09%	197
2024 Q4	$1.98M	Sell	36,262 -5,006	-12%	-$282K	0.1%	173
2024 Q3	$2.26M	Buy	41,268 +2,795	+7%	+$148K	0.13%	145
2024 Q2	$1.97M	Sell	38,473 -1,137	-3%	-$58.7K	0.13%	130
2024 Q1	$2.11M	Sell	39,610 -1,250	-3%	-$62.2K	0.16%	114
2023 Q4	$1.99M	Sell	40,860 -1,212	-3%	-$54K	0.17%	103
2023 Q3	$1.84M	Sell	42,072 -229	-0.5%	-$10.5K	0.18%	105
2023 Q2	$1.94M	Sell	42,301 -306	-0.7%	-$13.4K	0.19%	95
2023 Q1	$1.87M	Sell	42,607 -1,446	-3%	-$64.7K	0.2%	94
2022 Q4	$1.87M	Sell	44,053 -1,907	-4%	-$81K	0.22%	91
2022 Q3	$1.77M	Buy	45,960 +4,418	+11%	+$187K	0.25%	65
2022 Q2	$1.65M	Sell	41,542 -14,540	-26%	-$631K	0.29%	49
2022 Q1	$2.65M	Buy	56,082 +27,598	+97%	+$1.29M	0.42%	44
2021 Q4	$1.42M	Buy	28,484 +2,247	+9%	+$110K	0.22%	58
2021 Q3	$1.21M	Buy	26,237 +2,674	+11%	+$126K	0.24%	52
2021 Q2	$1.11M	Buy	23,563 +1,072	+5%	+$50.9K	0.26%	46
2021 Q1	$1.03M	Buy	22,491 +3,751	+20%	+$165K	0.3%	40
2020 Q4	$757K	Buy	18,740 +1,272	+7%	+$47.2K	0.26%	45
2020 Q3	$570K	Buy	17,468 +17,448	+87,240%	+$573K	0.23%	48
2020 Q2	$1K	Buy	20 +2	+11%	+$58	﹤0.01%	649
2020 Q1	$0	Sell	18 -7	-28%	-$229	﹤0.01%	649
2019 Q4	$1K	Buy	25 +12	+92%	+$418	﹤0.01%	543
2019 Q3	$0	Buy	13 +5	+63%	+$169	﹤0.01%	619
2019 Q2	$0	Buy	+8	New	+$269	﹤0.01%	567

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

Larson Financial Group's SPMD Position: Q2 2026 in Review

Larson Financial Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 31% in Q2 2026, selling an estimated $752K and leaving 25,403 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #275.

Larson Financial Group first reported a position in SPMD in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.65M in Q1 2022. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Larson Financial Group held 25,403 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.72M as of Q2 2026.
Larson Financial Group sold 11,681 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $752K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Larson Financial Group's portfolio in Q2 2026, its #275 holding.
Larson Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and has held it in 29 quarters since.
Larson Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.65M in Q1 2022.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.