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

Marion Wealth Management’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	$384K	Sell	5,678 -36	-0.6%	-$2.32K	0.08%	113
2026 Q1	$338K	Sell	5,714 -872	-13%	-$53.1K	0.08%	110
2025 Q4	$402K	Sell	6,586 -103	-2%	-$5.92K	0.09%	101
2025 Q3	$383K	Buy	6,689 +133	+2%	+$7.49K	0.09%	98
2025 Q2	$357K	Sell	6,556 -553	-8%	-$28.5K	0.09%	100
2025 Q1	$364K	Sell	7,109 -2,163	-23%	-$118K	0.1%	96
2024 Q4	$507K	Buy	9,272 +268	+3%	+$15.1K	0.13%	91
2024 Q3	$492K	Buy	9,004 +1,000	+12%	+$52.9K	0.13%	91
2024 Q2	$411K	Sell	8,004 -1	-0%	-$52	0.12%	92
2024 Q1	$427K	Buy	8,005 +108	+1%	+$5.37K	0.13%	93
2023 Q4	$385K	Buy	7,897 +2,712	+52%	+$121K	0.12%	95
2023 Q3	$227K	Buy	5,185 +284	+6%	+$13.1K	0.08%	105
2023 Q2	$225K	Buy	4,901 +309	+7%	+$13.5K	0.08%	103
2023 Q1	$202K	Buy	+4,592	New	+$206K	0.08%	104

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

Marion Wealth Management's SPMD Position: Q2 2026 in Review

Marion Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.63% in Q2 2026, selling an estimated $2.32K and leaving 5,678 shares worth $384K. The position accounts for 0.08% of the portfolio, ranked #113.

Marion Wealth Management first reported a position in SPMD in Q1 2023 and has held it in 14 quarters since. The position peaked at $507K in Q4 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Marion Wealth Management held 5,678 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $384K as of Q2 2026.
Marion Wealth Management sold 36 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.32K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Marion Wealth Management's portfolio in Q2 2026, its #113 holding.
Marion Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 14 quarters since.
Marion Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $507K in Q4 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 Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.