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

Rainier Family Wealth’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 		$2.21M Buy
32,695
+1,476
+5% +$95K 1.26% 27
2026
Q1 		$1.85M Buy
31,219
+782
+3% +$47.6K 1.24% 28
2025
Q4 		$1.76M Buy
30,437
+2,629
+9% +$151K 1.33% 23
2025
Q3 		$1.59M Buy
27,808
+1,485
+6% +$83.7K 1.42% 21
2025
Q2 		$1.43M Sell
26,323
-6,113
-19% -$315K 1.43% 18
2025
Q1 		$1.66M Buy
32,436
+5,378
+20% +$293K 1.96% 12
2024
Q4 		$1.48M Buy
+27,058
New +$1.52M 1.79% 13

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Rainier Family Wealth's SPMD Position: Q2 2026 in Review

Rainier Family Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.7% in Q2 2026, buying an estimated $95K and bringing the position to 32,695 shares worth $2.21M. The position accounts for 1.26% of the portfolio, ranked #27.

Rainier Family Wealth first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Rainier Family Wealth held 32,695 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.21M as of Q2 2026.
  • Rainier Family Wealth bought 1,476 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $95K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.26% of Rainier Family Wealth's portfolio in Q2 2026, its #27 holding.
  • Rainier Family Wealth 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.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.