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

Quadcap 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	$1.19M	Sell	17,604 -58	-0.3%	-$3.73K	0.12%	155
2026 Q1	$1.05M	Sell	17,662 -1,454	-8%	-$88.5K	0.12%	154
2025 Q4	$1.11M	Sell	19,116 -246	-1%	-$14.1K	0.13%	146
2025 Q3	$1.11M	Sell	19,362 -120	-0.6%	-$6.76K	0.13%	144
2025 Q2	$1.06M	Sell	19,482 -1,333	-6%	-$68.7K	0.13%	143
2025 Q1	$1.07M	Sell	20,815 -3,923	-16%	-$214K	0.15%	129
2024 Q4	$1.35M	Sell	24,738 -531	-2%	-$29.9K	0.2%	102
2024 Q3	$1.38M	Sell	25,269 -1,005	-4%	-$53.1K	0.22%	100
2024 Q2	$1.35M	Sell	26,274 -12,711	-33%	-$656K	0.24%	87
2024 Q1	$2.08M	Sell	38,985 -3,515	-8%	-$175K	0.47%	46
2023 Q4	$2.07M	Buy	+42,500	New	+$1.89M	0.54%	40

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

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

Quadcap Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.33% in Q2 2026, selling an estimated $3.73K and leaving 17,604 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #155.

Quadcap Wealth Management first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q1 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Quadcap Wealth Management held 17,604 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.19M as of Q2 2026.
Quadcap Wealth Management sold 58 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.73K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.12% of Quadcap Wealth Management's portfolio in Q2 2026, its #155 holding.
Quadcap 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.
Quadcap Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.08M in Q1 2024.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.