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

MBM Wealth Consultants’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	$1.4M	Buy	+20,788	New	+$1.34M	0.27%	53
2023 Q2	–	Sell	-1,886	Closed	-$83K	–	247
2023 Q1	$83K	Hold	1,886	–	–	0.03%	135
2022 Q4	$83K	Buy	+1,886	New	+$80.1K	0.04%	139

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

MBM Wealth Consultants's SPMD Position: Q2 2026 in Review

MBM Wealth Consultants opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 20,788 shares worth $1.4M. The stake represents 0.27% of the portfolio and ranks #53 among its holdings. This is a return to the name: MBM Wealth Consultants previously reported a position in SPMD as recently as Q1 2023.

MBM Wealth Consultants first reported a position in SPMD in Q4 2022 and has held it in 3 quarters since. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

MBM Wealth Consultants held 20,788 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.4M as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new MBM Wealth Consultants position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.27% of MBM Wealth Consultants's portfolio in Q2 2026, its #53 holding.
MBM Wealth Consultants first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 3 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 MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.