PWG
SPMD icon

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

Private Wealth 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 		$9.81M Buy
145,167
+17,059
+13% +$1.1M 3.79% 8
2026
Q1 		$7.59M Buy
128,108
+1,544
+1% +$94K 3.54% 7
2025
Q4 		$7.33M Buy
126,564
+3,006
+2% +$173K 3.52% 7
2025
Q3 		$7.07M Sell
123,558
-10,712
-8% -$603K 3.52% 8
2025
Q2 		$7.3M Sell
134,270
-24,263
-15% -$1.25M 3.88% 7
2025
Q1 		$8.11M Sell
158,533
-66
-0% -$3.6K 4.77% 5
2024
Q4 		$8.67M Buy
158,599
+4,432
+3% +$249K 4.24% 6
2024
Q3 		$8.43M Sell
154,167
-2,600
-2% -$137K 4.21% 6
2024
Q2 		$8.04M Sell
156,767
-378
-0.2% -$19.5K 4.22% 6
2024
Q1 		$8.38M Buy
157,145
+6,676
+4% +$332K 4.34% 6
2023
Q4 		$7.33M Sell
150,469
-4,238
-3% -$189K 4.16% 8
2023
Q3 		$6.77M Buy
154,707
+64,277
+71% +$2.96M 4.44% 8
2023
Q2 		$4.15M Buy
90,430
+55,090
+156% +$2.41M 4.27% 8
2023
Q1 		$1.55M Sell
35,340
-4,638
-12% -$208K 2.14% 12
2022
Q4 		$1.7M Sell
39,978
-189
-0.5% -$8.02K 2.41% 11
2022
Q3 		$1.55M Sell
40,167
-58,237
-59% -$2.47M 2.42% 10
2022
Q2 		$3.91M Sell
98,404
-48,892
-33% -$2.12M 4.84% 5
2022
Q1 		$6.95M Sell
147,296
-15,809
-10% -$739K 5.11% 4
2021
Q4 		$8.11M Buy
163,105
+605
+0.4% +$29.6K 5.5% 5
2021
Q3 		$7.5M Buy
162,500
+4,455
+3% +$210K 4.95% 6
2021
Q2 		$7.46M Buy
158,045
+9,431
+6% +$448K 4.94% 6
2021
Q1 		$6.8M Sell
148,614
-1,875
-1% -$82.3K 4.86% 6
2020
Q4 		$6.08M Sell
150,489
-8,835
-6% -$328K 5.06% 6
2020
Q3 		$5.2M Buy
159,324
+151,310
+1,888% +$4.97M 4.22% 6
2020
Q2 		$250K Buy
+8,014
New +$234K 0.21% 26

Other funds holding SPMD

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
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
GT
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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Private Wealth Group's SPMD Position: Q2 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 13% in Q2 2026, buying an estimated $1.1M and bringing the position to 145,167 shares worth $9.81M. The position accounts for 3.79% of the portfolio, ranked #8.

Private Wealth Group first reported a position in SPMD in Q2 2020 and has held it in 25 quarters since. 356 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Private Wealth Group held 145,167 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $9.81M as of Q2 2026.
  • Private Wealth Group bought 17,059 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.1M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.79% of Private Wealth Group's portfolio in Q2 2026, its #8 holding.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 356 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 Group's 13F filing for Q2 2026, filed 8 Jul 2026.