MWM
SPMD icon

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

Modera Wealth Management’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 		$7.22M Buy
106,893
+285
+0.3% +$18.3K 0.08% 160
2026
Q1 		$6.31M Sell
106,608
-14,431
-12% -$878K 0.08% 161
2025
Q4 		$7.01M Sell
121,039
-3,536
-3% -$203K 0.08% 156
2025
Q3 		$7.12M Sell
124,575
-630
-0.5% -$35.5K 0.08% 156
2025
Q2 		$6.81M Sell
125,205
-2,917
-2% -$150K 0.08% 157
2025
Q1 		$6.56M Sell
128,122
-7,303
-5% -$398K 0.09% 152
2024
Q4 		$7.41M Buy
135,425
+60,122
+80% +$3.38M 0.09% 142
2024
Q3 		$4.12M Sell
75,303
-1,452
-2% -$76.8K 0.05% 180
2024
Q2 		$3.94M Sell
76,755
-254
-0.3% -$13.1K 0.06% 174
2024
Q1 		$4.11M Sell
77,009
-2,304
-3% -$115K 0.06% 176
2023
Q4 		$3.86M Sell
79,313
-2,179
-3% -$97.1K 0.06% 175
2023
Q3 		$3.57M Sell
81,492
-1,361
-2% -$62.6K 0.07% 175
2023
Q2 		$3.8M Buy
82,853
+68,825
+491% +$3.01M 0.07% 174
2023
Q1 		$616K Sell
14,028
-944
-6% -$42.3K 0.02% 196
2022
Q4 		$636K Sell
14,972
-7,443
-33% -$316K 0.03% 185
2022
Q3 		$864K Sell
22,415
-5,544
-20% -$235K 0.04% 147
2022
Q2 		$1.11M Sell
27,959
-21,208
-43% -$920K 0.05% 135
2022
Q1 		$2.32M Sell
49,167
-4,181
-8% -$196K 0.1% 93
2021
Q4 		$2.65M Buy
+53,348
New +$2.61M 0.1% 97

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

Modera Wealth Management's SPMD Position: Q2 2026 in Review

Modera Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.27% in Q2 2026, buying an estimated $18.3K and bringing the position to 106,893 shares worth $7.22M. The position accounts for 0.08% of the portfolio, ranked #160.

Modera Wealth Management first reported a position in SPMD in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.41M in Q4 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Modera Wealth Management held 106,893 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.22M as of Q2 2026.
  • Modera Wealth Management bought 285 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $18.3K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Modera Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Modera Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Modera Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $7.41M in Q4 2024.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.