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

Precedent Wealth Partners’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	$368K	Sell	5,440 -55	-1%	-$3.54K	0.06%	163
2026 Q1	$325K	Sell	5,495 -143	-3%	-$8.71K	0.07%	144
2025 Q4	$326K	Hold	5,638	–	–	0.07%	148
2025 Q3	$322K	Hold	5,638	–	–	0.07%	146
2025 Q2	$307K	Sell	5,638 -5,473	-49%	-$282K	0.08%	143
2025 Q1	$569K	Sell	11,111 -12,157	-52%	-$663K	0.16%	116
2024 Q4	$1.27M	Sell	23,268 -97,813	-81%	-$5.5M	0.42%	69
2024 Q3	$6.62M	Buy	121,081 +43,005	+55%	+$2.27M	2.18%	9
2024 Q2	$4.01M	Buy	78,076 +32,842	+73%	+$1.69M	1.61%	13
2024 Q1	$2.41M	Buy	45,234 +21,590	+91%	+$1.07M	1.04%	20
2023 Q4	$1.15M	Buy	+23,644	New	+$1.05M	0.59%	37

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Precedent Wealth Partners's SPMD Position: Q2 2026 in Review

Precedent Wealth Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1% in Q2 2026, selling an estimated $3.54K and leaving 5,440 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #163.

Precedent Wealth Partners first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.62M in Q3 2024. 215 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Precedent Wealth Partners held 5,440 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $368K as of Q2 2026.
Precedent Wealth Partners sold 55 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.54K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Precedent Wealth Partners's portfolio in Q2 2026, its #163 holding.
Precedent Wealth Partners 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.
Precedent Wealth Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6.62M in Q3 2024.
215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.