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Retirement Financial Solutions’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Retirement Financial Solutions’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 		$13.7M Buy
202,058
+9,097
+5% +$585K 3.36% 13
2026
Q1 		$11.4M Sell
192,961
-179,006
-48% -$10.9M 3.27% 12
2025
Q4 		$21.5M Sell
371,967
-352
-0.1% -$20.2K 6.31% 5
2025
Q3 		$21.3M Buy
+372,319
New +$21M 6.66% 2

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

Retirement Financial Solutions's SPMD Position: Q2 2026 in Review

Retirement Financial Solutions increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.7% in Q2 2026, buying an estimated $585K and bringing the position to 202,058 shares worth $13.7M. The position accounts for 3.36% of the portfolio, ranked #13.

Retirement Financial Solutions first reported a position in SPMD in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.5M in Q4 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Retirement Financial Solutions held 202,058 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $13.7M as of Q2 2026.
  • Retirement Financial Solutions bought 9,097 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $585K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.36% of Retirement Financial Solutions's portfolio in Q2 2026, its #13 holding.
  • Retirement Financial Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Retirement Financial Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $21.5M in Q4 2025.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.