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

Planning Strategies’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 Q3	$378K	Sell	5,997 -13	-0.2%	-$860	0.22%	50
2026 Q2	$406K	Buy	+6,010	New	+$387K	0.25%	46

Other funds holding SPMD

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Planning Strategies's SPMD Position: Q3 2026 in Review

Planning Strategies reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.22% in Q3 2026, selling an estimated $860 and leaving 5,997 shares worth $378K. The position accounts for 0.22% of the portfolio, ranked #50.

Planning Strategies first reported a position in SPMD in Q2 2026 and has held it in 2 quarters since. The position peaked at $406K in Q2 2026. 762 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Planning Strategies held 5,997 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $378K as of Q3 2026.
Planning Strategies sold 13 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $860.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.22% of Planning Strategies's portfolio in Q3 2026, its #50 holding.
Planning Strategies first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2026 and has held it in 2 quarters since.
Planning Strategies's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $406K in Q2 2026.
762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.