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

Private Wealth Asset 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	$338	Hold	5	–	–	﹤0.01%	913
2026 Q1	$296	Hold	5	–	–	﹤0.01%	908
2025 Q4	$290	Hold	5	–	–	﹤0.01%	937
2025 Q3	$286	Hold	5	–	–	﹤0.01%	935
2025 Q2	$272	Buy	+5	New	+$258	﹤0.01%	924

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

Private Wealth Asset Management's SPMD Position: Q2 2026 in Review

Private Wealth Asset Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 5 shares worth $338. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Private Wealth Asset Management first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Private Wealth Asset Management held 5 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $338 as of Q2 2026.
Private Wealth Asset Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #913 holding.
Private Wealth Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.