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Retirement Planning Company of New England’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Retirement Planning Company of New England’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 		$1.1M Buy
16,332
+64
+0.4% +$4.12K 0.4% 68
2026
Q1 		$963K Buy
16,268
+530
+3% +$32.3K 0.39% 74
2025
Q4 		$911K Buy
15,738
+433
+3% +$24.9K 0.37% 77
2025
Q3 		$875K Sell
15,305
-284
-2% -$16K 0.35% 76
2025
Q2 		$848K Sell
15,589
-17
-0.1% -$876 0.38% 71
2025
Q1 		$799K Buy
15,606
+191
+1% +$10.4K 0.4% 75
2024
Q4 		$843K Buy
15,415
+653
+4% +$36.7K 0.41% 66
2024
Q3 		$807K Buy
14,762
+354
+2% +$18.7K 0.4% 74
2024
Q2 		$739K Buy
14,408
+581
+4% +$30K 0.4% 71
2024
Q1 		$738K Buy
13,827
+1,101
+9% +$54.8K 0.4% 76
2023
Q4 		$620K Buy
12,726
+3,193
+33% +$142K 0.28% 106
2023
Q3 		$417K Sell
9,533
-1,540
-14% -$70.8K 0.23% 114
2023
Q2 		$508K Buy
11,073
+424
+4% +$18.5K 0.29% 107
2023
Q1 		$468K Buy
10,649
+855
+9% +$38.3K 0.28% 112
2022
Q4 		$416K Buy
9,794
+488
+5% +$20.7K 0.27% 115
2022
Q3 		$358K Buy
9,306
+594
+7% +$25.2K 0.26% 118
2022
Q2 		$345K Buy
8,712
+1,365
+19% +$59.2K 0.24% 128
2022
Q1 		$346K Buy
7,347
+819
+13% +$38.3K 0.2% 147
2021
Q4 		$324K Buy
+6,528
New +$319K 0.16% 151

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Retirement Planning Company of New England's SPMD Position: Q2 2026 in Review

Retirement Planning Company of New England increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.39% in Q2 2026, buying an estimated $4.12K and bringing the position to 16,332 shares worth $1.1M. The position accounts for 0.4% of the portfolio, ranked #68.

Retirement Planning Company of New England first reported a position in SPMD in Q4 2021 and has held it in 19 quarters since. 582 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Retirement Planning Company of New England held 16,332 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.1M as of Q2 2026.
  • Retirement Planning Company of New England bought 64 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.12K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.4% of Retirement Planning Company of New England's portfolio in Q2 2026, its #68 holding.
  • Retirement Planning Company of New England first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 582 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.