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

NBC Securities’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	$240K	Hold	3,550	–	–	0.02%	784
2026 Q1	$210K	Hold	3,550	–	–	0.02%	822
2025 Q4	$206K	Buy	3,550 +172	+5%	+$9.88K	0.02%	830
2025 Q3	$193K	Buy	3,378 +100	+3%	+$5.63K	0.01%	860
2025 Q2	$178K	Hold	3,278	–	–	0.01%	875
2025 Q1	$167K	Buy	3,278 +3,275	+109,167%	+$179K	0.01%	842
2024 Q4	$202	Sell	3 -3,705	-100%	-$209K	0.02%	746
2024 Q3	$202K	Hold	3,708	–	–	0.02%	779
2024 Q2	$190K	Hold	3,708	–	–	0.02%	768
2024 Q1	$197K	Hold	3,708	–	–	0.02%	760
2023 Q4	$180K	Hold	3,708	–	–	0.02%	765
2023 Q3	$162K	Buy	+3,708	New	+$170K	0.02%	770

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

NBC Securities's SPMD Position: Q2 2026 in Review

NBC Securities held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 3,550 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #784.

NBC Securities first reported a position in SPMD in Q3 2023 and has held it in 12 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

NBC Securities held 3,550 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $240K as of Q2 2026.
NBC Securities 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 0.02% of NBC Securities's portfolio in Q2 2026, its #784 holding.
NBC Securities first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 12 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.