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

National Wealth Management Group’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	$4.04M	Buy	59,856 +42,408	+243%	+$2.73M	1.25%	18
2026 Q1	$1.03M	Sell	17,448 -882	-5%	-$53.7K	0.38%	58
2025 Q4	$1.06M	Buy	18,330 +564	+3%	+$32.4K	0.37%	61
2025 Q3	$1.02M	Sell	17,766 -512	-3%	-$28.8K	0.38%	53
2025 Q2	$994K	Buy	18,278 +285	+2%	+$14.7K	0.56%	36
2025 Q1	$921K	Buy	17,993 +12,048	+203%	+$657K	0.61%	34
2024 Q4	$325K	Sell	5,945 -3,098	-34%	-$174K	0.22%	99
2024 Q3	$494K	Sell	9,043 -9,188	-50%	-$486K	0.33%	75
2024 Q2	$935K	Buy	18,231 +1,491	+9%	+$76.9K	0.71%	38
2024 Q1	$893K	Buy	16,740 +799	+5%	+$39.7K	0.69%	39
2023 Q4	$777K	Buy	15,941 +247	+2%	+$11K	0.75%	37
2023 Q3	$687K	Buy	15,694 +720	+5%	+$33.1K	0.75%	38
2023 Q2	$699K	Buy	+14,974	New	+$654K	0.73%	40

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

National Wealth Management Group's SPMD Position: Q2 2026 in Review

National Wealth Management Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 243% in Q2 2026, buying an estimated $2.73M and bringing the position to 59,856 shares worth $4.04M. The position accounts for 1.25% of the portfolio, ranked #18.

National Wealth Management Group first reported a position in SPMD in Q2 2023 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

National Wealth Management Group held 59,856 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.04M as of Q2 2026.
National Wealth Management Group bought 42,408 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.73M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.25% of National Wealth Management Group's portfolio in Q2 2026, its #18 holding.
National Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 13 quarters since.
195 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.