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

Main Street 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	$18.1K	Hold	268	–	–	﹤0.01%	467
2026 Q1	$15.9K	Buy	+268	New	+$16.3K	﹤0.01%	474
2025 Q4	–	Sell	-323	Closed	-$18.5K	–	526
2025 Q3	$18.5K	Hold	323	–	–	0.01%	422
2025 Q2	$17.6K	Sell	323 -22	-6%	-$1.13K	0.01%	415
2025 Q1	$17.6K	Hold	345	–	–	0.01%	423
2024 Q4	$18.9K	Hold	345	–	–	0.01%	408
2024 Q3	$18.9K	Hold	345	–	–	0.01%	411
2024 Q2	$17.5K	Sell	345 -48	-12%	-$2.48K	0.01%	428
2024 Q1	$20.8K	Buy	393 +1	+0.3%	+$50	0.01%	428
2023 Q4	$19.1K	Buy	+392	New	+$17.5K	0.01%	646

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

Main Street Group's SPMD Position: Q2 2026 in Review

Main Street Group held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 268 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Main Street Group first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.8K in Q1 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Main Street Group held 268 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $18.1K as of Q2 2026.
Main Street Group left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #467 holding.
Main Street Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 10 quarters since.
Main Street Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $20.8K in Q1 2024.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.