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

Legacy Financial Strategies’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	$413K	Buy	6,109 +4	+0.1%	+$257	0.06%	96
2026 Q1	$362K	Buy	6,105 +3	+0%	+$183	0.07%	94
2025 Q4	$353K	Buy	6,102 +4	+0.1%	+$230	0.06%	91
2025 Q3	$349K	Buy	6,098 +4	+0.1%	+$225	0.06%	96
2025 Q2	$331K	Buy	6,094 +253	+4%	+$13K	0.07%	93
2025 Q1	$299K	Buy	5,841 +473	+9%	+$25.8K	0.07%	89
2024 Q4	$293K	Hold	5,368	–	–	0.06%	93
2024 Q3	$294K	Buy	+5,368	New	+$284K	0.06%	92

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

Legacy Financial Strategies's SPMD Position: Q2 2026 in Review

Legacy Financial Strategies increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.07% in Q2 2026, buying an estimated $257 and bringing the position to 6,109 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #96.

Legacy Financial Strategies first reported a position in SPMD in Q3 2024 and has held it in 8 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Legacy Financial Strategies held 6,109 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $413K as of Q2 2026.
Legacy Financial Strategies bought 4 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $257.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Legacy Financial Strategies's portfolio in Q2 2026, its #96 holding.
Legacy Financial Strategies first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.