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

Medallion Wealth Advisors’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	$732K	Buy	10,826 +315	+3%	+$20.3K	0.23%	104
2026 Q1	$622K	Sell	10,511 -68	-0.6%	-$4.14K	0.2%	105
2025 Q4	$613K	Sell	10,579 -404	-4%	-$23.2K	0.21%	106
2025 Q3	$628K	Sell	10,983 -134	-1%	-$7.55K	0.22%	107
2025 Q2	$611K	Buy	11,117 +4	+0%	+$206	0.24%	103
2025 Q1	$571K	Buy	11,113 +1,117	+11%	+$60.9K	0.26%	93
2024 Q4	$538K	Buy	+9,996	New	+$563K	0.27%	91

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

Medallion Wealth Advisors's SPMD Position: Q2 2026 in Review

Medallion Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3% in Q2 2026, buying an estimated $20.3K and bringing the position to 10,826 shares worth $732K. The position accounts for 0.23% of the portfolio, ranked #104.

Medallion Wealth Advisors first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Medallion Wealth Advisors held 10,826 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $732K as of Q2 2026.
Medallion Wealth Advisors bought 315 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $20.3K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.23% of Medallion Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.