New Perspectives Inc’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

New Perspectives Inc’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	$20.7M	Buy	306,457 +14,033	+5%	+$903K	6.35%	6
2026 Q1	$17.3M	Buy	292,424 +9,771	+3%	+$595K	6%	6
2025 Q4	$16.4M	Buy	282,653 +5,837	+2%	+$335K	5.68%	6
2025 Q3	$15.8M	Buy	276,816 +4,289	+2%	+$242K	7.09%	5
2025 Q2	$14.8M	Buy	272,527 +3,062	+1%	+$158K	7.33%	5
2025 Q1	$13.8M	Buy	269,465 +8,763	+3%	+$478K	7.36%	5
2024 Q4	$14.3M	Buy	260,702 +3,166	+1%	+$178K	7.64%	4
2024 Q3	$14.1M	Buy	257,536 +8,486	+3%	+$449K	7.5%	4
2024 Q2	$12.8M	Buy	249,050 +7,944	+3%	+$410K	6.82%	5
2024 Q1	$12.9M	Buy	+241,106	New	+$12M	7.12%	5
2022 Q4	$9.55M	Buy	224,724 +11,333	+5%	+$481K	7.32%	5
2022 Q3	$8.23M	Buy	213,391 +7,594	+4%	+$322K	7.08%	6
2022 Q2	$8.17M	Buy	205,797 +23,887	+13%	+$1.04M	6.65%	6
2022 Q1	$8.58M	Buy	181,910 +16,504	+10%	+$772K	6.18%	6
2021 Q4	$8.23M	Buy	165,406 +12,225	+8%	+$597K	5.82%	6
2021 Q3	$7.07M	Buy	153,181 +13,982	+10%	+$660K	5.22%	6
2021 Q2	$6.57M	Buy	+139,199	New	+$6.61M	5.1%	7

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

New Perspectives Inc's SPMD Position: Q2 2026 in Review

New Perspectives Inc increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.8% in Q2 2026, buying an estimated $903K and bringing the position to 306,457 shares worth $20.7M. The position accounts for 6.35% of the portfolio, ranked #6.

New Perspectives Inc first reported a position in SPMD in Q2 2021 and has held it in 17 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

New Perspectives Inc held 306,457 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $20.7M as of Q2 2026.
New Perspectives Inc bought 14,033 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $903K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 6.35% of New Perspectives Inc's portfolio in Q2 2026, its #6 holding.
New Perspectives Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 17 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 New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.