O'Donnell Financial Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

O'Donnell Financial Services’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	$7.55M	Buy	111,806 +8,837	+9%	+$569K	2.22%	14
2026 Q1	$6.09M	Buy	102,969 +2,985	+3%	+$182K	2.1%	14
2025 Q4	$5.79M	Buy	99,984 +4,258	+4%	+$245K	1.98%	13
2025 Q3	$5.47M	Buy	+95,726	New	+$5.39M	1.95%	12
2022 Q2	–	Sell	-223,287	Closed	-$10.5M	–	45
2022 Q1	$10.5M	Sell	223,287 -164,661	-42%	-$7.7M	4.79%	8
2021 Q4	$17.5M	Buy	387,948 +15,173	+4%	+$741K	8.09%	4
2021 Q3	$17.2M	Buy	+372,775	New	+$17.6M	8.27%	5

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

O'Donnell Financial Services's SPMD Position: Q2 2026 in Review

O'Donnell Financial Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.6% in Q2 2026, buying an estimated $569K and bringing the position to 111,806 shares worth $7.55M. The position accounts for 2.22% of the portfolio, ranked #14.

O'Donnell Financial Services first reported a position in SPMD in Q3 2021 and has held it in 7 quarters since. The position peaked at $17.5M in Q4 2021. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

O'Donnell Financial Services held 111,806 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.55M as of Q2 2026.
O'Donnell Financial Services bought 8,837 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $569K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.22% of O'Donnell Financial Services's portfolio in Q2 2026, its #14 holding.
O'Donnell Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2021 and has held it in 7 quarters since.
O'Donnell Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $17.5M in Q4 2021.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.