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

Maia 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 		$208K Buy
+3,081
New +$198K 0.03% 344
2026
Q1 		– Sell
-3,258
Closed -$202K – 360
2025
Q4 		$202K Buy
+3,258
New +$187K 0.03% 335
2023
Q4 		$205K Buy
+4,203
New +$187K 0.08% 180

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Maia Wealth's SPMD Position: Q2 2026 in Review

Maia Wealth opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 3,081 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #344 among its holdings. This is a return to the name: Maia Wealth previously reported a position in SPMD as recently as Q4 2025.

Maia Wealth first reported a position in SPMD in Q4 2023 and has held it in 3 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Maia Wealth held 3,081 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $208K as of Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Maia Wealth position in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Maia Wealth's portfolio in Q2 2026, its #344 holding.
  • Maia Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.