Millstone Evans Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Millstone Evans Group’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	$61.5K	Buy	910 +10	+1%	+$643	0.03%	308
2026 Q1	$53.3K	Hold	900	–	–	0.03%	315
2025 Q4	$52.1K	Hold	900	–	–	0.03%	319
2025 Q3	$51.5K	Hold	900	–	–	0.03%	303
2025 Q2	$48.9K	Hold	900	–	–	0.03%	302
2025 Q1	$46.1K	Hold	900	–	–	0.03%	304
2024 Q4	$49.2K	Buy	+900	New	+$50.6K	0.03%	290

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

Millstone Evans Group's SPMD Position: Q2 2026 in Review

Millstone Evans Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.1% in Q2 2026, buying an estimated $643 and bringing the position to 910 shares worth $61.5K. The position accounts for 0.03% of the portfolio, ranked #308.

Millstone Evans Group first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Millstone Evans Group held 910 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $61.5K as of Q2 2026.
Millstone Evans Group bought 10 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $643.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #308 holding.
Millstone Evans Group 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.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.