Post Resch Tallon Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Post Resch Tallon Group’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	$4.09M	Sell	60,612 -33	-0.1%	-$2.12K	2.83%	7
2026 Q1	$3.61M	Buy	60,645 +3,431	+6%	+$209K	2.92%	8
2025 Q4	$3.31M	Buy	57,214 +10,220	+22%	+$587K	2.8%	8
2025 Q3	$2.69M	Sell	46,994 -243	-0.5%	-$13.7K	2.38%	10
2025 Q2	$2.57M	Buy	47,237 +187	+0.4%	+$9.63K	2.47%	10
2025 Q1	$2.4M	Buy	47,050 +3,907	+9%	+$213K	2.45%	11
2024 Q4	$2.35M	Buy	+43,143	New	+$2.43M	2.26%	12

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

Post Resch Tallon Group's SPMD Position: Q2 2026 in Review

Post Resch Tallon Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.05% in Q2 2026, selling an estimated $2.12K and leaving 60,612 shares worth $4.09M. The position accounts for 2.83% of the portfolio, ranked #7.

Post Resch Tallon Group first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Post Resch Tallon Group held 60,612 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.09M as of Q2 2026.
Post Resch Tallon Group sold 33 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.12K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.83% of Post Resch Tallon Group's portfolio in Q2 2026, its #7 holding.
Post Resch Tallon Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.