MGO One Seven’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

MGO One Seven’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	$208K	Buy	+3,076	New	+$198K	﹤0.01%	1467
2025 Q3	–	Sell	-5,969	Closed	-$325K	–	1390
2025 Q2	$325K	Buy	5,969 +857	+17%	+$44.1K	0.01%	904
2025 Q1	$262K	Sell	5,112 -223	-4%	-$12.2K	0.01%	880
2024 Q4	$292K	Buy	5,335 +156	+3%	+$8.78K	0.01%	856
2024 Q3	$283K	Buy	5,179 +955	+23%	+$50.5K	0.01%	789
2024 Q2	$217K	Sell	4,224 -162	-4%	-$8.36K	0.01%	884
2024 Q1	$234K	Buy	4,386 +14	+0.3%	+$696	0.01%	796
2023 Q4	$213K	Buy	+4,372	New	+$195K	0.01%	821
2022 Q2	–	Sell	-4,414	Closed	-$208K	–	712
2022 Q1	$208K	Hold	4,414	–	–	0.02%	607
2021 Q4	$220K	Buy	+4,414	New	+$216K	0.02%	591
2021 Q3	–	Sell	-15,784	Closed	-$745K	–	639
2021 Q2	$745K	Buy	15,784 +2,236	+17%	+$106K	0.1%	244
2021 Q1	$619K	Buy	13,548 +5,835	+76%	+$256K	0.11%	249
2020 Q4	$312K	Buy	+7,713	New	+$286K	0.06%	357
2019 Q1	–	Sell	-50	Closed	-$1K	–	1467
2018 Q4	$1K	Buy	+50	New	+$1.63K	﹤0.01%	1722

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

MGO One Seven's SPMD Position: Q2 2026 in Review

MGO One Seven opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 3,076 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1467 among its holdings. This is a return to the name: MGO One Seven previously reported a position in SPMD as recently as Q2 2025.

MGO One Seven first reported a position in SPMD in Q4 2018 and has held it in 14 quarters since. The position peaked at $745K in Q2 2021. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

MGO One Seven held 3,076 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $208K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new MGO One Seven position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of MGO One Seven's portfolio in Q2 2026, its #1467 holding.
MGO One Seven first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 14 quarters since.
MGO One Seven's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $745K in Q2 2021.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.