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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 		– Sell
-19,606
Closed -$1.16M – 231
2026
Q1 		$1.16M Buy
19,606
+6,239
+47% +$380K 0.12% 90
2025
Q4 		$774K Buy
+13,367
New +$768K 0.08% 107

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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

Legacy Edge Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 19,606 shares — an estimated $1.16M sold.

Legacy Edge Advisors first reported a position in SPMD in Q4 2025 and held it in 2 quarters. The position peaked at $1.16M in Q1 2026. 612 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Legacy Edge Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 19,606 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.16M.
  • Legacy Edge Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.16M in Q1 2026.
  • 612 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.