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

Lockerman Financial Group’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	$663K	Buy	9,817 +719	+8%	+$46.3K	1.01%	23
2026 Q1	$539K	Buy	9,098 +270	+3%	+$16.4K	0.97%	28
2025 Q4	$511K	Buy	8,828 +271	+3%	+$15.6K	0.98%	31
2025 Q3	$489K	Buy	8,557 +27	+0.3%	+$1.52K	0.62%	42
2025 Q2	$464K	Buy	8,530 +474	+6%	+$24.4K	0.62%	45
2025 Q1	$412K	Buy	8,056 +3,735	+86%	+$204K	0.62%	47
2024 Q4	$236K	Sell	4,321 -11	-0.3%	-$619	0.4%	88
2024 Q3	$237K	Buy	4,332 +14	+0.3%	+$740	0.4%	94
2024 Q2	$222K	Sell	4,318 -45	-1%	-$2.32K	0.4%	94
2024 Q1	$233K	Buy	+4,363	New	+$217K	0.45%	88

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

Lockerman Financial Group's SPMD Position: Q2 2026 in Review

Lockerman Financial Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.9% in Q2 2026, buying an estimated $46.3K and bringing the position to 9,817 shares worth $663K. The position accounts for 1.01% of the portfolio, ranked #23.

Lockerman Financial Group first reported a position in SPMD in Q1 2024 and has held it in 10 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Lockerman Financial Group held 9,817 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $663K as of Q2 2026.
Lockerman Financial Group bought 719 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $46.3K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.01% of Lockerman Financial Group's portfolio in Q2 2026, its #23 holding.
Lockerman Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.