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

Retirement Income 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	$42.3M	Sell	714,469 -2,719	-0.4%	-$175K	7.28%	3
2026 Q1	$42.5M	Buy	717,188 +14,567	+2%	+$887K	7.26%	3
2025 Q4	$40.7M	Buy	702,621 +84,538	+14%	+$4.86M	6.9%	3
2025 Q3	$35.3M	Buy	618,083 +14,168	+2%	+$798K	6.04%	6
2025 Q2	$32.8M	Buy	603,915 +227,354	+60%	+$11.7M	6.03%	6
2025 Q1	$19.3M	Buy	376,561 +159,786	+74%	+$8.71M	4.03%	5
2024 Q4	$11.9M	Buy	216,775 +23,406	+12%	+$1.32M	2.39%	6
2024 Q3	$10.6M	Sell	193,369 -232	-0.1%	-$12.3K	2.42%	6
2024 Q2	$9.93M	Sell	193,601 -57,499	-23%	-$2.97M	2.4%	6
2024 Q1	$13.4M	Buy	251,100 +5,233	+2%	+$260K	3.04%	6
2023 Q4	$12M	Buy	245,867 +6,842	+3%	+$305K	2.98%	6
2023 Q3	$10.5M	Sell	239,025 -265	-0.1%	-$12.2K	2.93%	6
2023 Q2	$11M	Buy	239,290 +2,644	+1%	+$116K	2.94%	7
2023 Q1	$10.4M	Buy	236,646 +8,772	+4%	+$393K	3.03%	7
2022 Q4	$9.68M	Buy	227,874 +4,877	+2%	+$207K	3.08%	7
2022 Q3	$8.66M	Buy	222,997 +184	+0.1%	+$7.8K	3.11%	8
2022 Q2	$8.84M	Sell	222,813 -44,026	-16%	-$1.91M	3.15%	8
2022 Q1	$12.6M	Buy	266,839 +9,818	+4%	+$459K	3.48%	7
2021 Q4	$12.8M	Buy	257,021 +72,484	+39%	+$3.54M	3.42%	7
2021 Q3	$8.52M	Buy	184,537 +5,845	+3%	+$276K	2.85%	7
2021 Q2	$8.44M	Buy	178,692 +63,930	+56%	+$3.03M	2.89%	7
2021 Q1	$5.25M	Buy	114,762 +12,494	+12%	+$548K	1.81%	13
2020 Q4	$4.13M	Buy	102,268 +39,936	+64%	+$1.48M	1.5%	13
2020 Q3	$2.03M	Buy	62,332 +30,726	+97%	+$1.01M	0.9%	21
2020 Q2	$988K	Buy	31,606 +261	+0.8%	+$7.63K	0.42%	34
2020 Q1	$794K	Sell	31,345 -17,853	-36%	-$584K	0.45%	28
2019 Q4	$1.78M	Buy	+49,198	New	+$1.71M	0.74%	17

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

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

Retirement Income Solutions reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.38% in Q2 2026, selling an estimated $175K and leaving 714,469 shares worth $42.3M. The position accounts for 7.28% of the portfolio, ranked #3.

Retirement Income Solutions first reported a position in SPMD in Q4 2019 and has held it in 27 quarters since. The position peaked at $42.5M in Q1 2026. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Retirement Income Solutions held 714,469 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $42.3M as of Q2 2026.
Retirement Income Solutions sold 2,719 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $175K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 7.28% of Retirement Income Solutions's portfolio in Q2 2026, its #3 holding.
Retirement Income Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 27 quarters since.
Retirement Income Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $42.5M in Q1 2026.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.