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

Mattern 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	$331K	Hold	4,906	–	–	0.05%	143
2026 Q1	$291K	Hold	4,906	–	–	0.06%	127
2025 Q4	$284K	Hold	4,906	–	–	0.05%	129
2025 Q3	$281K	Hold	4,906	–	–	0.06%	128
2025 Q2	$267K	Hold	4,906	–	–	0.06%	136
2025 Q1	$251K	Hold	4,906	–	–	0.06%	144
2024 Q4	$268K	Hold	4,906	–	–	0.06%	141
2024 Q3	$268K	Hold	4,906	–	–	0.06%	151
2024 Q2	$252K	Hold	4,906	–	–	0.06%	154
2024 Q1	$262K	Hold	4,906	–	–	0.06%	149
2023 Q4	$239K	Hold	4,906	–	–	0.06%	154
2023 Q3	$215K	Hold	4,906	–	–	0.06%	159
2023 Q2	$225K	Hold	4,906	–	–	0.07%	156
2023 Q1	$216K	Hold	4,906	–	–	0.07%	165
2022 Q4	$209K	Buy	+4,906	New	+$208K	0.08%	155
2022 Q2	–	Sell	-4,906	Closed	-$231K	–	162
2022 Q1	$231K	Hold	4,906	–	–	0.08%	147
2021 Q4	$244K	Hold	4,906	–	–	0.07%	157
2021 Q3	$226K	Hold	4,906	–	–	0.08%	154
2021 Q2	$225K	Buy	+4,906	New	+$233K	0.07%	157

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

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

Mattern Wealth Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 4,906 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #143.

Mattern Wealth Management first reported a position in SPMD in Q2 2021 and has held it in 19 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Mattern Wealth Management held 4,906 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $331K as of Q2 2026.
Mattern Wealth Management 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 0.05% of Mattern Wealth Management's portfolio in Q2 2026, its #143 holding.
Mattern Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 19 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 Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.