My Personal CFO LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

My Personal CFO LLC’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	$286K	Hold	4,228	–	–	0.11%	82
2026 Q1	$250K	Hold	4,228	–	–	0.11%	81
2025 Q4	$245K	Buy	+4,228	New	+$243K	0.1%	85
2025 Q3	–	Sell	-4,228	Closed	-$230K	–	143
2025 Q2	$230K	Hold	4,228	–	–	0.1%	85
2025 Q1	$216K	Buy	4,228 +127	+3%	+$6.92K	0.11%	84
2024 Q4	$224K	Hold	4,101	–	–	0.12%	86
2024 Q3	$224K	Hold	4,101	–	–	0.12%	85
2024 Q2	$210K	Hold	4,101	–	–	0.11%	100
2024 Q1	$219K	Buy	+4,101	New	+$204K	0.13%	94
2023 Q1	–	Sell	-4	Closed	-$174K	–	709
2022 Q4	$174K	Buy	+4	New	+$170	0.16%	71
2022 Q1	–	Sell	-4,101	Closed	-$204K	–	60
2021 Q4	$204K	Buy	+4,101	New	+$200K	0.18%	61

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

My Personal CFO LLC's SPMD Position: Q2 2026 in Review

My Personal CFO LLC held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 4,228 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #82.

My Personal CFO LLC first reported a position in SPMD in Q4 2021 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

My Personal CFO LLC held 4,228 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $286K as of Q2 2026.
My Personal CFO LLC 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 0.11% of My Personal CFO LLC's portfolio in Q2 2026, its #82 holding.
My Personal CFO LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 11 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 My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.