Leslie Global Wealth’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Leslie Global Wealth’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	$545K	Sell	8,073 -1,673	-17%	-$108K	0.21%	43
2026 Q1	$577K	Buy	9,746 +46	+0.5%	+$2.8K	0.3%	34
2025 Q4	$562K	Sell	9,700 -292	-3%	-$16.8K	0.25%	36
2025 Q3	$571K	Sell	9,992 -3,237	-24%	-$182K	0.27%	37
2025 Q2	$719K	Sell	13,229 -209	-2%	-$10.8K	0.38%	30
2025 Q1	$688K	Sell	13,438 -26,053	-66%	-$1.42M	0.33%	34
2024 Q4	$2.16M	Sell	39,491 -137,143	-78%	-$7.72M	1%	23
2024 Q3	$9.66M	Buy	176,634 +8,893	+5%	+$470K	4.69%	5
2024 Q2	$8.61M	Buy	+167,741	New	+$8.65M	5.03%	5

Other funds holding SPMD

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Leslie Global Wealth's SPMD Position: Q2 2026 in Review

Leslie Global Wealth reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 17% in Q2 2026, selling an estimated $108K and leaving 8,073 shares worth $545K. The position accounts for 0.21% of the portfolio, ranked #43.

Leslie Global Wealth first reported a position in SPMD in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.66M in Q3 2024. 409 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Leslie Global Wealth held 8,073 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $545K as of Q2 2026.
Leslie Global Wealth sold 1,673 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $108K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.21% of Leslie Global Wealth's portfolio in Q2 2026, its #43 holding.
Leslie Global Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 9 quarters since.
Leslie Global Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $9.66M in Q3 2024.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.