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

Outlook Wealth 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	$547K	Sell	8,111 -371	-4%	-$23.9K	0.12%	165
2026 Q1	$502K	Sell	8,482 -399	-4%	-$24.3K	0.12%	170
2025 Q4	$514K	Buy	8,881 +160	+2%	+$9.19K	0.12%	159
2025 Q3	$499K	Sell	8,721 -190	-2%	-$10.7K	0.12%	159
2025 Q2	$485K	Sell	8,911 -126	-1%	-$6.49K	0.12%	150
2025 Q1	$463K	Buy	9,037 +791	+10%	+$43.1K	0.13%	144
2024 Q4	$451K	Sell	8,246 -641	-7%	-$36.1K	0.13%	149
2024 Q3	$486K	Buy	8,887 +61	+0.7%	+$3.23K	0.14%	133
2024 Q2	$522K	Buy	8,826 +76	+0.9%	+$3.92K	0.16%	126
2024 Q1	$467K	Sell	8,750 -5,569	-39%	-$277K	0.14%	144
2023 Q4	$698K	Buy	14,319 +4,190	+41%	+$187K	0.24%	86
2023 Q3	$444K	Sell	10,129 -194	-2%	-$8.92K	0.17%	128
2023 Q2	$474K	Sell	10,323 -237	-2%	-$10.4K	0.18%	131
2023 Q1	$464K	Buy	+10,560	New	+$473K	0.21%	118
2022 Q2	–	Sell	-30,500	Closed	-$1.44M	–	205
2022 Q1	$1.44M	Sell	30,500 -460	-1%	-$21.5K	0.48%	50
2021 Q4	$1.54M	Buy	+30,960	New	+$1.51M	0.45%	50

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

Outlook Wealth Advisors's SPMD Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.4% in Q2 2026, selling an estimated $23.9K and leaving 8,111 shares worth $547K. The position accounts for 0.12% of the portfolio, ranked #165.

Outlook Wealth Advisors first reported a position in SPMD in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.54M in Q4 2021. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Outlook Wealth Advisors held 8,111 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $547K as of Q2 2026.
Outlook Wealth Advisors sold 371 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $23.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.12% of Outlook Wealth Advisors's portfolio in Q2 2026, its #165 holding.
Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 16 quarters since.
Outlook Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.54M 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 Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.