RWM
SPMD icon

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

Reston 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 		$23.3M Buy
344,616
+2,526
+0.7% +$163K 6.28% 6
2026
Q1 		$20.3M Sell
342,090
-41,862
-11% -$2.55M 6.21% 5
2025
Q4 		$22.2M Buy
383,952
+5,920
+2% +$340K 6.8% 5
2025
Q3 		$21.6M Buy
378,032
+116
+0% +$6.54K 6.98% 5
2025
Q2 		$20.6M Buy
377,916
+19,930
+6% +$1.03M 7.2% 5
2025
Q1 		$18.3M Sell
357,986
-855
-0.2% -$46.6K 7.41% 5
2024
Q4 		$19.6M Buy
358,841
+4,339
+1% +$244K 7.3% 5
2024
Q3 		$19.4M Sell
354,502
-826
-0.2% -$43.7K 7.02% 5
2024
Q2 		$18.2M Buy
355,328
+2,152
+0.6% +$111K 7.29% 5
2024
Q1 		$18.8M Sell
353,176
-273
-0.1% -$13.6K 7.65% 5
2023
Q4 		$17.2M Buy
353,449
+11,077
+3% +$493K 7.88% 5
2023
Q3 		$15M Sell
342,372
-73,345
-18% -$3.37M 7.57% 5
2023
Q2 		$19.1M Buy
415,717
+7,938
+2% +$347K 9.08% 5
2023
Q1 		$17.9M Buy
407,779
+23,454
+6% +$1.05M 9.37% 5
2022
Q4 		$16.3M Buy
384,325
+165,550
+76% +$7.03M 9.02% 5
2022
Q3 		$8.44M Buy
218,775
+175,604
+407% +$7.45M 5.02% 5
2022
Q2 		$1.71M Buy
43,171
+28,514
+195% +$1.24M 0.95% 15
2022
Q1 		$691K Buy
14,657
+192
+1% +$8.98K 0.35% 25
2021
Q4 		$719K Buy
14,465
+381
+3% +$18.6K 0.35% 26
2021
Q3 		$650K Sell
14,084
-7,250
-34% -$342K 0.34% 26
2021
Q2 		$1.01M Sell
21,334
-2,110
-9% -$100K 0.5% 21
2021
Q1 		$1.07M Sell
23,444
-832
-3% -$36.5K 0.56% 20
2020
Q4 		$981K Buy
24,276
+270
+1% +$10K 0.56% 20
2020
Q3 		$783K Sell
24,006
-318
-1% -$10.4K 0.5% 21
2020
Q2 		$760K Buy
24,324
+459
+2% +$13.4K 0.52% 22
2020
Q1 		$604K Buy
+23,865
New +$781K 0.49% 23
2019
Q3 		– Sell
-16,537
Closed -$563K – 50
2019
Q2 		$563K Buy
16,537
+560
+4% +$18.9K 0.44% 25
2019
Q1 		$548K Buy
15,977
+8,035
+101% +$263K 0.44% 26
2018
Q4 		$234K Buy
+7,942
New +$259K 0.22% 42

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

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

Reston Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.74% in Q2 2026, buying an estimated $163K and bringing the position to 344,616 shares worth $23.3M. The position accounts for 6.28% of the portfolio, ranked #6.

Reston Wealth Management first reported a position in SPMD in Q4 2018 and has held it in 29 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Reston Wealth Management held 344,616 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $23.3M as of Q2 2026.
  • Reston Wealth Management bought 2,526 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $163K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 6.28% of Reston Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Reston Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 29 quarters since.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.