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Legacy Edge Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Legacy Edge Advisors’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 		$1.49M Buy
22,068
+2,462
+13% +$158K 0.14% 83
2026
Q1 		$1.16M Buy
19,606
+6,239
+47% +$380K 0.12% 90
2025
Q4 		$774K Buy
13,367
+3,183
+31% +$183K 0.08% 107
2025
Q3 		$582K Buy
+10,184
New +$574K 0.07% 113

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Legacy Edge Advisors's SPMD Position: Q2 2026 in Review

Legacy Edge Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 13% in Q2 2026, buying an estimated $158K and bringing the position to 22,068 shares worth $1.49M. The position accounts for 0.14% of the portfolio, ranked #83.

Legacy Edge Advisors first reported a position in SPMD in Q3 2025 and has held it in 4 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Legacy Edge Advisors held 22,068 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.49M as of Q2 2026.
  • Legacy Edge Advisors bought 2,462 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $158K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.14% of Legacy Edge Advisors's portfolio in Q2 2026, its #83 holding.
  • Legacy Edge Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.