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

MASECO Private 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	$7.23K	Hold	107	–	–	﹤0.01%	260
2026 Q1	$6.34K	Sell	107 -4	-4%	-$243	﹤0.01%	277
2025 Q4	$6.43K	Hold	111	–	–	﹤0.01%	408
2025 Q3	$6.35K	Buy	111 +107	+2,675%	+$6.03K	﹤0.01%	194
2025 Q2	$218	Buy	+4	New	+$206	﹤0.01%	504

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 22.9% 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

MASECO Private Wealth's SPMD Position: Q2 2026 in Review

MASECO Private Wealth held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 107 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

MASECO Private Wealth first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

MASECO Private Wealth held 107 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.23K as of Q2 2026.
MASECO Private Wealth 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 MASECO Private Wealth's portfolio in Q2 2026, its #260 holding.
MASECO Private Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.