Realta Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Realta Investment Advisors’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	$34.7K	Hold	513	–	–	0.01%	283
2026 Q1	$30.4K	Buy	513 +340	+197%	+$20.7K	0.01%	264
2025 Q4	$10K	Buy	173 +155	+861%	+$8.9K	﹤0.01%	293
2025 Q3	$1.03K	Hold	18	–	–	﹤0.01%	319
2025 Q2	$979	Hold	18	–	–	﹤0.01%	292
2025 Q1	$921	Sell	18 -44	-71%	-$2.4K	﹤0.01%	313
2024 Q4	$3.42K	Sell	62 -420	-87%	-$23.6K	﹤0.01%	317
2024 Q3	$26.8K	Sell	482 -653	-58%	-$34.5K	0.01%	261
2024 Q2	$58.2K	Buy	1,135 +1	+0.1%	+$52	0.01%	522
2024 Q1	$60.5K	Buy	+1,134	New	+$56.4K	0.01%	535
2023 Q4	–	Sell	-1,429	Closed	-$65.6K	–	754
2023 Q3	$65.6K	Hold	1,429	–	–	0.02%	507
2023 Q2	$65.6K	Buy	+1,429	New	+$62.4K	0.01%	535
2023 Q1	–	Sell	-1,306	Closed	-$55.5K	–	777
2022 Q4	$55.5K	Sell	1,306 -100	-7%	-$4.25K	0.01%	545
2022 Q3	$54K	Buy	+1,406	New	+$59.6K	0.01%	526

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

Realta Investment Advisors's SPMD Position: Q2 2026 in Review

Realta Investment Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 513 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #283.

Realta Investment Advisors first reported a position in SPMD in Q3 2022 and has held it in 14 quarters since. The position peaked at $65.6K in Q3 2023. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Realta Investment Advisors held 513 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $34.7K as of Q2 2026.
Realta Investment Advisors 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 Realta Investment Advisors's portfolio in Q2 2026, its #283 holding.
Realta Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and has held it in 14 quarters since.
Realta Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $65.6K in Q3 2023.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.