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

Modern 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	$3.09M	Buy	45,709 +8,817	+24%	+$567K	0.04%	323
2026 Q1	$2.2M	Sell	36,892 -9,423	-20%	-$574K	0.04%	296
2025 Q4	$2.68M	Buy	46,315 +13,364	+41%	+$768K	0.05%	259
2025 Q3	$1.88M	Buy	32,951 +6,990	+27%	+$394K	0.04%	289
2025 Q2	$1.41M	Buy	+25,961	New	+$1.34M	0.03%	311

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

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

Modern Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 24% in Q2 2026, buying an estimated $567K and bringing the position to 45,709 shares worth $3.09M. The position accounts for 0.04% of the portfolio, ranked #323.

Modern Wealth Management first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Modern Wealth Management held 45,709 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.09M as of Q2 2026.
Modern Wealth Management bought 8,817 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $567K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #323 holding.
Modern Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 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 Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.