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OneDigital Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

OneDigital Investment Advisors’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 		$7.94M Sell
117,507
-2,973
-2% -$191K 0.07% 228
2026
Q1 		$7.13M Sell
120,480
-3,595
-3% -$219K 0.07% 215
2025
Q4 		$7.19M Sell
124,075
-28,666
-19% -$1.65M 0.07% 213
2025
Q3 		$8.74M Buy
152,741
+43,666
+40% +$2.46M 0.09% 181
2025
Q2 		$5.93M Sell
109,075
-9,136
-8% -$471K 0.07% 222
2025
Q1 		$6.05M Sell
118,211
-6,838
-5% -$373K 0.07% 202
2024
Q4 		$6.84M Sell
125,049
-3,881
-3% -$218K 0.08% 196
2024
Q3 		$7.05M Sell
128,930
-6,412
-5% -$339K 0.08% 197
2024
Q2 		$6.94M Buy
135,342
+3,752
+3% +$194K 0.09% 183
2024
Q1 		$7.02M Sell
131,590
-2,974
-2% -$148K 0.11% 168
2023
Q4 		$6.56M Sell
134,564
-17,343
-11% -$773K 0.11% 159
2023
Q3 		$6.65M Sell
151,907
-8,700
-5% -$400K 0.14% 132
2023
Q2 		$7.37M Sell
160,607
-9,316
-5% -$407K 0.16% 115
2023
Q1 		$7.47M Sell
169,923
-8,384
-5% -$375K 0.18% 108
2022
Q4 		$7.58M Sell
178,307
-23,549
-12% -$1,000K 0.22% 91
2022
Q3 		$7.78M Buy
201,856
+3,254
+2% +$138K 0.29% 57
2022
Q2 		$7.88M Sell
198,602
-20,639
-9% -$895K 0.34% 43
2022
Q1 		$10.3M Sell
219,241
-2,116
-1% -$99K 0.39% 41
2021
Q4 		$11M Sell
221,357
-12,999
-6% -$635K 0.39% 43
2021
Q3 		$10.8M Sell
234,356
-1,133
-0.5% -$53.5K 0.43% 39
2021
Q2 		$11.1M Sell
235,489
-9,854
-4% -$468K 0.46% 38
2021
Q1 		$11.2M Sell
245,343
-9,834
-4% -$432K 0.53% 36
2020
Q4 		$10.3M Sell
255,177
-7,310
-3% -$271K 0.54% 36
2020
Q3 		$8.56M Sell
262,487
-2,405
-0.9% -$79K 0.59% 35
2020
Q2 		$8.28M Buy
264,892
+11,235
+4% +$328K 0.6% 35
2020
Q1 		$6.42M Buy
253,657
+178,542
+238% +$5.84M 0.57% 35
2019
Q4 		$2.72M Sell
75,115
-993
-1% -$34.6K 0.21% 107
2019
Q3 		$2.58M Sell
76,108
-75,702
-50% -$2.55M 0.23% 99
2019
Q2 		$5.17M Buy
151,810
+73,463
+94% +$2.47M 0.4% 45
2019
Q1 		$2.61M Sell
78,347
-153
-0.2% -$5K 0.38% 61
2018
Q4 		$2.31M Buy
+78,500
New +$2.56M 0.39% 59
2018
Q3 		– Sell
-797
Closed -$28K – 1205
2018
Q2 		$28K Buy
797
+690
+645% +$23.7K 0.01% 696
2018
Q1 		$4K Buy
+107
New +$3.6K ﹤0.01% 1195

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

OneDigital Investment Advisors's SPMD Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.5% in Q2 2026, selling an estimated $191K and leaving 117,507 shares worth $7.94M. The position accounts for 0.07% of the portfolio, ranked #228.

OneDigital Investment Advisors first reported a position in SPMD in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.2M in Q1 2021. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • OneDigital Investment Advisors held 117,507 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.94M as of Q2 2026.
  • OneDigital Investment Advisors sold 2,973 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $191K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of OneDigital Investment Advisors's portfolio in Q2 2026, its #228 holding.
  • OneDigital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 33 quarters since.
  • OneDigital Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $11.2M in Q1 2021.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.