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Mattson Financial Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Mattson Financial Services’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 		$1.36M Buy
20,359
+2,365
+13% +$152K 0.28% 99
2026
Q1 		$1.07M Buy
17,994
+444
+3% +$27K 0.25% 110
2025
Q4 		$1.02M Buy
17,550
+4,611
+36% +$265K 0.24% 113
2025
Q3 		$740K Buy
12,939
+8,285
+178% +$467K 0.18% 131
2025
Q2 		$253K Buy
4,654
+4,242
+1,030% +$218K 0.07% 154
2025
Q1 		$21.1K Buy
+412
New +$22.5K 0.01% 225

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

Mattson Financial Services's SPMD Position: Q2 2026 in Review

Mattson Financial Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 13% in Q2 2026, buying an estimated $152K and bringing the position to 20,359 shares worth $1.36M. The position accounts for 0.28% of the portfolio, ranked #99.

Mattson Financial Services first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Mattson Financial Services held 20,359 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.36M as of Q2 2026.
  • Mattson Financial Services bought 2,365 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $152K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.28% of Mattson Financial Services's portfolio in Q2 2026, its #99 holding.
  • Mattson Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.