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

Morrissey 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	$9.37M	Buy	+145,749	New	+$9.38M	5.9%	8

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 22.9% 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

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Morrissey Wealth Management opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 145,749 shares worth $9.37M. The stake represents 5.9% of the portfolio and ranks #8 among its holdings.

848 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Morrissey Wealth Management held 145,749 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $9.37M as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Morrissey Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 5.9% of Morrissey Wealth Management's portfolio in Q2 2026, its #8 holding.
848 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Morrissey Wealth Management's 13F filing for Q2 2026, filed 5 Oct 2026.