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

Resonant Capital 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	$7.55M	Buy	111,770 +5,074	+5%	+$326K	0.36%	53
2026 Q1	$6.32M	Sell	106,696 -721	-0.7%	-$43.9K	0.33%	55
2025 Q4	$6.22M	Buy	107,417 +173	+0.2%	+$9.94K	0.34%	53
2025 Q3	$6.13M	Sell	107,244 -2,315	-2%	-$130K	0.36%	52
2025 Q2	$5.96M	Buy	109,559 +22,069	+25%	+$1.14M	0.38%	52
2025 Q1	$4.48M	Buy	87,490 +3,286	+4%	+$179K	0.31%	62
2024 Q4	$4.61M	Sell	84,204 -3,690	-4%	-$208K	0.34%	62
2024 Q3	$4.81M	Sell	87,894 -372	-0.4%	-$19.7K	0.35%	57
2024 Q2	$4.53M	Buy	88,266 +2,529	+3%	+$130K	0.37%	61
2024 Q1	$4.57M	Sell	85,737 -669	-0.8%	-$33.3K	0.39%	54
2023 Q4	$4.21M	Sell	86,406 -1,146	-1%	-$51.1K	0.41%	50
2023 Q3	$3.83M	Sell	87,552 -4,891	-5%	-$225K	0.41%	56
2023 Q2	$4.24M	Sell	92,443 -15,061	-14%	-$658K	0.46%	51
2023 Q1	$4.72M	Buy	107,504 +3,082	+3%	+$138K	0.54%	46
2022 Q4	$4.44M	Buy	104,422 +6,098	+6%	+$259K	0.55%	44
2022 Q3	$3.79M	Sell	98,324 -1,960	-2%	-$83.1K	0.58%	46
2022 Q2	$3.98M	Buy	100,284 +55,460	+124%	+$2.41M	0.62%	48
2022 Q1	$2.13M	Buy	+44,824	New	+$2.1M	0.32%	74

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

Resonant Capital Advisors's SPMD Position: Q2 2026 in Review

Resonant Capital Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.8% in Q2 2026, buying an estimated $326K and bringing the position to 111,770 shares worth $7.55M. The position accounts for 0.36% of the portfolio, ranked #53.

Resonant Capital Advisors first reported a position in SPMD in Q1 2022 and has held it in 18 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Resonant Capital Advisors held 111,770 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.55M as of Q2 2026.
Resonant Capital Advisors bought 5,074 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $326K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.36% of Resonant Capital Advisors's portfolio in Q2 2026, its #53 holding.
Resonant Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 18 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.