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

Power Wealth Management’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 		$3.54M Buy
52,354
+934
+2% +$60.1K 1.22% 15
2026
Q1 		$3.05M Buy
51,420
+1,318
+3% +$80.2K 1.13% 16
2025
Q4 		$2.9M Buy
50,102
+955
+2% +$54.9K 1.02% 18
2025
Q3 		$2.81M Buy
49,147
+1,596
+3% +$89.9K 1.02% 20
2025
Q2 		$2.59M Buy
47,551
+2,087
+5% +$107K 0.99% 21
2025
Q1 		$2.33M Buy
45,464
+5,339
+13% +$291K 0.94% 22
2024
Q4 		$2.19M Buy
40,125
+3,440
+9% +$194K 0.92% 27
2024
Q3 		$2.01M Buy
36,685
+6,269
+21% +$331K 0.86% 25
2024
Q2 		$1.56M Buy
30,416
+19,888
+189% +$1.03M 0.75% 27
2024
Q1 		$562K Buy
10,528
+2,757
+35% +$137K 0.35% 58
2023
Q4 		$379K Buy
+7,771
New +$346K 0.26% 66

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Power Wealth Management's SPMD Position: Q2 2026 in Review

Power Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.8% in Q2 2026, buying an estimated $60.1K and bringing the position to 52,354 shares worth $3.54M. The position accounts for 1.22% of the portfolio, ranked #15.

Power Wealth Management first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Power Wealth Management held 52,354 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.54M as of Q2 2026.
  • Power Wealth Management bought 934 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $60.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.22% of Power Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Power Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 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 Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.