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

POM Investment 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 Q2	$156K	Buy	2,308 +111	+5%	+$7.14K	0.18%	42
2026 Q1	$130K	Sell	2,197 -43,883	-95%	-$2.67M	0.16%	66
2025 Q4	$2.67M	Buy	46,080 +3,427	+8%	+$197K	1.37%	18
2025 Q3	$2.44M	Sell	42,653 -31,225	-42%	-$1.76M	1.33%	17
2025 Q2	$4.02M	Buy	73,878 +73,077	+9,123%	+$3.76M	2.87%	14
2025 Q1	$41K	Buy	+801	New	+$43.7K	0.05%	57

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

POM Investment Strategies's SPMD Position: Q2 2026 in Review

POM Investment Strategies increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.1% in Q2 2026, buying an estimated $7.14K and bringing the position to 2,308 shares worth $156K. The position accounts for 0.18% of the portfolio, ranked #42.

POM Investment Strategies first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.02M in Q2 2025. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

POM Investment Strategies held 2,308 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $156K as of Q2 2026.
POM Investment Strategies bought 111 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $7.14K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.18% of POM Investment Strategies's portfolio in Q2 2026, its #42 holding.
POM Investment Strategies first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
POM Investment Strategies's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.02M in Q2 2025.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.