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

NewEdge Wealth’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	$1.57M	Sell	23,238 -53	-0.2%	-$3.41K	0.02%	523
2026 Q1	$1.38M	Buy	23,291 +54	+0.2%	+$3.29K	0.02%	533
2025 Q4	$1.35M	Buy	23,237 +221	+1%	+$12.7K	0.02%	556
2025 Q3	$1.31M	Sell	23,016 -3,805	-14%	-$214K	0.02%	500
2025 Q2	$1.47M	Sell	26,821 -405	-1%	-$20.9K	0.02%	450
2025 Q1	$1.39M	Buy	27,226 +405	+2%	+$22.1K	0.03%	420
2024 Q4	$1.47M	Hold	26,821	–	–	0.03%	418
2024 Q3	$1.47M	Buy	+26,821	New	+$1.42M	0.03%	400

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

NewEdge Wealth's SPMD Position: Q2 2026 in Review

NewEdge Wealth reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.23% in Q2 2026, selling an estimated $3.41K and leaving 23,238 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #523.

NewEdge Wealth first reported a position in SPMD in Q3 2024 and has held it in 8 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

NewEdge Wealth held 23,238 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.57M as of Q2 2026.
NewEdge Wealth sold 53 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.41K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #523 holding.
NewEdge Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 8 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 NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.