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Narus Financial Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Narus Financial Partners’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 		$633K Buy
9,367
+1
+0% +$64 0.16% 91
2026
Q1 		$555K Sell
9,366
-196
-2% -$11.9K 0.15% 90
2025
Q4 		$554K Sell
9,562
-523
-5% -$30K 0.15% 88
2025
Q3 		$577K Buy
10,085
+611
+6% +$34.4K 0.16% 85
2025
Q2 		$515K Buy
9,474
+205
+2% +$10.6K 0.16% 83
2025
Q1 		$474K Buy
9,269
+1,654
+22% +$90.2K 0.16% 81
2024
Q4 		$416K Buy
7,615
+111
+1% +$6.25K 0.14% 93
2024
Q3 		$410K Buy
7,504
+358
+5% +$18.9K 0.15% 96
2024
Q2 		$367K Buy
7,146
+293
+4% +$15.1K 0.15% 97
2024
Q1 		$366K Sell
6,853
-1,473
-18% -$73.3K 0.16% 96
2023
Q4 		$406K Sell
8,326
-1,806
-18% -$80.5K 0.2% 81
2023
Q3 		$444K Sell
10,132
-1,210
-11% -$55.6K 0.23% 67
2023
Q2 		$520K Sell
11,342
-971
-8% -$42.4K 0.27% 63
2023
Q1 		$541K Sell
12,313
-804
-6% -$36K 0.29% 65
2022
Q4 		$557K Sell
13,117
-179
-1% -$7.6K 0.32% 54
2022
Q3 		$513K Buy
13,296
+357
+3% +$15.1K 0.32% 51
2022
Q2 		$514K Sell
12,939
-276
-2% -$12K 0.33% 54
2022
Q1 		$623K Buy
+13,215
New +$618K 0.35% 49
2021
Q1 		$539K Buy
+11,771
New +$517K 0.32% 45
2019
Q4 		$259K Buy
+7,146
New +$249K 0.18% 63

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

Narus Financial Partners's SPMD Position: Q2 2026 in Review

Narus Financial Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.01% in Q2 2026, buying an estimated $64 and bringing the position to 9,367 shares worth $633K. The position accounts for 0.16% of the portfolio, ranked #91.

Narus Financial Partners first reported a position in SPMD in Q4 2019 and has held it in 20 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Narus Financial Partners held 9,367 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $633K as of Q2 2026.
  • Narus Financial Partners bought 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q2 2026, an estimated $64.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.16% of Narus Financial Partners's portfolio in Q2 2026, its #91 holding.
  • Narus Financial Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 20 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 Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.