Quest 10 Wealth Builders’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Quest 10 Wealth Builders’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	$10.5K	Buy	156 +17	+12%	+$1.09K	0.01%	439
2026 Q1	$8.23K	Buy	139 +22	+19%	+$1.34K	0.01%	471
2025 Q4	$6.78K	Buy	117 +98	+516%	+$5.63K	0.01%	461
2025 Q3	$1.09K	Buy	19 +13	+217%	+$732	﹤0.01%	693
2025 Q2	$326	Hold	6	–	–	﹤0.01%	721
2025 Q1	$307	Sell	6 -1,396	-100%	-$76.1K	﹤0.01%	708
2024 Q4	$76.7K	Buy	+1,402	New	+$78.9K	0.08%	145

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

Quest 10 Wealth Builders's SPMD Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q2 2026, buying an estimated $1.09K and bringing the position to 156 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #439.

Quest 10 Wealth Builders first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $76.7K in Q4 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Quest 10 Wealth Builders held 156 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $10.5K as of Q2 2026.
Quest 10 Wealth Builders bought 17 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.09K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #439 holding.
Quest 10 Wealth Builders first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $76.7K in Q4 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 Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.