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MJT & Associates Financial Advisory’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

MJT & Associates Financial Advisory’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 		$102K Hold
1,506
– – 0.07% 67
2026
Q1 		$89.2K Hold
1,506
– – 0.07% 64
2025
Q4 		$87.2K Hold
1,506
– – 0.07% 70
2025
Q3 		$86.1K Sell
1,506
-507
-25% -$28.6K 0.07% 66
2025
Q2 		$109K Hold
2,013
– – 0.14% 65
2025
Q1 		$103K Buy
+2,013
New +$110K 0.1% 78

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MJT & Associates Financial Advisory's SPMD Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 1,506 shares worth $102K. The position accounts for 0.07% of the portfolio, ranked #67.

MJT & Associates Financial Advisory first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $109K in Q2 2025. 214 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • MJT & Associates Financial Advisory held 1,506 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $102K as of Q2 2026.
  • MJT & Associates Financial Advisory left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #67 holding.
  • MJT & Associates Financial Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $109K in Q2 2025.
  • 214 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.