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

Millington Financial 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 		$9.49M Buy
143,428
+3,771
+3% +$243K 3.73% 4
2026
Q1 		$8.92M Buy
139,657
+1,224
+0.9% +$74.5K 3.76% 4
2025
Q4 		$8.71M Buy
138,433
+1,651
+1% +$94.8K 3.86% 4
2025
Q3 		$7.73M Sell
136,782
-521
-0.4% -$29.4K 3.75% 5
2025
Q2 		$7.75M Buy
137,303
+14,147
+11% +$729K 3.92% 4
2025
Q1 		$5.88M Buy
123,156
+3,521
+3% +$192K 3.61% 7
2024
Q4 		$6.71M Buy
119,635
+10,807
+10% +$608K 3.89% 5
2024
Q3 		$5.95M Buy
108,828
+9,794
+10% +$518K 3.71% 5
2024
Q2 		$5.08M Sell
99,034
-703
-0.7% -$36.3K 3.53% 7
2024
Q1 		$5.32M Buy
99,737
+4,897
+5% +$244K 3.79% 5
2023
Q4 		$4.62M Buy
94,840
+2,890
+3% +$129K 3.7% 5
2023
Q3 		$4.03M Buy
91,950
+1,391
+2% +$64K 3.61% 6
2023
Q2 		$4.16M Sell
90,559
-968
-1% -$42.3K 3.7% 5
2023
Q1 		$4.02M Sell
91,527
-714
-0.8% -$32K 3.72% 6
2022
Q4 		$3.92M Buy
+92,241
New +$3.92M 3.82% 6

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

Millington Financial Advisors's SPMD Position: Q2 2026 in Review

Millington Financial Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.7% in Q2 2026, buying an estimated $243K and bringing the position to 143,428 shares worth $9.49M. The position accounts for 3.73% of the portfolio, ranked #4.

Millington Financial Advisors first reported a position in SPMD in Q4 2022 and has held it in 15 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Millington Financial Advisors held 143,428 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $9.49M as of Q2 2026.
  • Millington Financial Advisors bought 3,771 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $243K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.73% of Millington Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Millington Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 15 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 Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.