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

Revolve Wealth Partners’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 		$687K Hold
10,165
– – 0.07% 157
2026
Q1 		$602K Sell
10,165
-465
-4% -$28.3K 0.08% 114
2025
Q4 		$616K Hold
10,630
– – 0.07% 119
2025
Q3 		$608K Hold
10,630
– – 0.07% 117
2025
Q2 		$578K Sell
10,630
-50
-0.5% -$2.58K 0.08% 112
2025
Q1 		$547K Sell
10,680
-125
-1% -$6.81K 0.08% 110
2024
Q4 		$591K Sell
10,805
-181
-2% -$10.2K 0.09% 103
2024
Q3 		$601K Sell
10,986
-12,690
-54% -$671K 0.09% 103
2024
Q2 		$1.21M Sell
23,676
-26
-0.1% -$1.34K 0.2% 60
2024
Q1 		$1.26M Hold
23,702
– – 0.22% 59
2023
Q4 		$1.15M Sell
23,702
-257
-1% -$11.4K 0.22% 58
2023
Q3 		$1.05M Sell
23,959
-28
-0.1% -$1.29K 0.24% 58
2023
Q2 		$1.1M Sell
23,987
-455
-2% -$19.9K 0.26% 56
2023
Q1 		$1.07M Sell
24,442
-1,340
-5% -$60K 0.27% 56
2022
Q4 		$1.1M Sell
25,782
-373
-1% -$15.8K 0.31% 53
2022
Q3 		$1.01M Sell
26,155
-60
-0.2% -$2.54K 0.34% 50
2022
Q2 		$1.04M Sell
26,215
-1,989
-7% -$86.3K 0.34% 50
2022
Q1 		$1.33M Buy
28,204
+281
+1% +$13.1K 0.38% 46
2021
Q4 		$1.39M Buy
+27,923
New +$1.36M 0.4% 45

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

Revolve Wealth Partners's SPMD Position: Q2 2026 in Review

Revolve Wealth Partners held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 10,165 shares worth $687K. The position accounts for 0.07% of the portfolio, ranked #157.

Revolve Wealth Partners first reported a position in SPMD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.39M in Q4 2021. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Revolve Wealth Partners held 10,165 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $687K as of Q2 2026.
  • Revolve Wealth Partners left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Revolve Wealth Partners's portfolio in Q2 2026, its #157 holding.
  • Revolve Wealth Partners 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.
  • Revolve Wealth Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.39M in Q4 2021.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.