Lloyd Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Lloyd Advisory Services’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	-78	Closed	-$4.64K	–	960
2026 Q1	$4.64K	Buy	+78	New	+$4.75K	﹤0.01%	574
2022 Q2	–	Sell	-3,812	Closed	-$180K	–	481
2022 Q1	$180K	Buy	3,812 +467	+14%	+$21.8K	0.08%	103
2021 Q4	$166K	Buy	+3,345	New	+$163K	0.08%	107

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

Lloyd Advisory Services's SPMD Position: Q2 2026 in Review

Lloyd Advisory Services sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 78 shares — an estimated $4.64K sold.

Lloyd Advisory Services first reported a position in SPMD in Q4 2021 and held it in 3 quarters. The position peaked at $180K in Q1 2022. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Lloyd Advisory Services reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 78 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.64K.
Lloyd Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 3 quarters.
Lloyd Advisory Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $180K in Q1 2022.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.