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

PCG 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	$331K	Hold	4,900	–	–	0.07%	136
2026 Q1	$290K	Buy	4,900 +61	+1%	+$3.71K	0.07%	140
2025 Q4	$280K	Hold	4,839	–	–	0.08%	131
2025 Q3	$277K	Hold	4,839	–	–	0.08%	127
2025 Q2	$263K	Hold	4,839	–	–	0.13%	77
2025 Q1	$248K	Hold	4,839	–	–	0.09%	116
2024 Q4	$265K	Hold	4,839	–	–	0.1%	108
2024 Q3	$265K	Hold	4,839	–	–	0.1%	106
2024 Q2	$248K	Hold	4,839	–	–	0.11%	103
2024 Q1	$258K	Hold	4,839	–	–	0.12%	96
2023 Q4	$236K	Sell	4,839 -18,798	-80%	-$837K	0.13%	88
2023 Q3	$1.04M	Buy	23,637 +1,129	+5%	+$51.9K	0.68%	37
2023 Q2	$1.03M	Buy	22,508 +1,710	+8%	+$74.7K	0.64%	40
2023 Q1	$914K	Sell	20,798 -117	-0.6%	-$5.24K	0.58%	45
2022 Q4	$889K	Sell	20,915 -16,279	-44%	-$691K	0.56%	43
2022 Q3	$1.44M	Buy	37,194 +18,192	+96%	+$771K	0.51%	45
2022 Q2	$754K	Sell	19,002 -78	-0.4%	-$3.38K	0.54%	41
2022 Q1	$900K	Buy	+19,080	New	+$892K	0.57%	36

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

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

PCG Wealth Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 4,900 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #136.

PCG Wealth Advisors first reported a position in SPMD in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.44M in Q3 2022. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

PCG Wealth Advisors held 4,900 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $331K as of Q2 2026.
PCG Wealth Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of PCG Wealth Advisors's portfolio in Q2 2026, its #136 holding.
PCG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 18 quarters since.
PCG Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.44M in Q3 2022.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.