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

MONECO 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	$3.6M	Buy	53,314 +7,167	+16%	+$461K	0.22%	103
2026 Q1	$2.73M	Buy	46,147 +1,904	+4%	+$116K	0.21%	107
2025 Q4	$2.56M	Buy	44,243 +6,454	+17%	+$371K	0.2%	106
2025 Q3	$2.16M	Buy	37,789 +5,406	+17%	+$305K	0.18%	123
2025 Q2	$1.76M	Buy	32,383 +8,001	+33%	+$412K	0.16%	136
2025 Q1	$1.25M	Buy	24,382 +2,006	+9%	+$109K	0.13%	158
2024 Q4	$1.22M	Buy	22,376 +6,758	+43%	+$380K	0.13%	159
2024 Q3	$854K	Buy	15,618 +1,291	+9%	+$68.3K	0.11%	178
2024 Q2	$735K	Buy	14,327 +319	+2%	+$16.5K	0.11%	181
2024 Q1	$747K	Buy	14,008 +6,002	+75%	+$299K	0.12%	190
2023 Q4	$390K	Buy	8,006 +768	+11%	+$34.2K	0.07%	245
2023 Q3	$317K	Sell	7,238 -669	-8%	-$30.8K	0.09%	243
2023 Q2	$363K	Buy	7,907 +1,591	+25%	+$69.5K	0.1%	222
2023 Q1	$278K	Buy	6,316 +1,331	+27%	+$59.6K	0.08%	256
2022 Q4	$212K	Buy	+4,985	New	+$212K	0.08%	248
2021 Q4	–	Sell	-8,782	Closed	-$405K	–	268
2021 Q3	$405K	Buy	+8,782	New	+$415K	0.16%	141

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

MONECO Advisors's SPMD Position: Q2 2026 in Review

MONECO Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 16% in Q2 2026, buying an estimated $461K and bringing the position to 53,314 shares worth $3.6M. The position accounts for 0.22% of the portfolio, ranked #103.

MONECO Advisors first reported a position in SPMD in Q3 2021 and has held it in 16 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

MONECO Advisors held 53,314 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.6M as of Q2 2026.
MONECO Advisors bought 7,167 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $461K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.22% of MONECO Advisors's portfolio in Q2 2026, its #103 holding.
MONECO Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2021 and has held it in 16 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 MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.