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

Rialto 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	$107K	Hold	1,578	–	–	0.02%	243
2026 Q1	$93.5K	Sell	1,578 -2,569	-62%	-$156K	0.02%	221
2025 Q4	$240K	Hold	4,147	–	–	0.06%	145
2025 Q3	$237K	Buy	4,147 +45	+1%	+$2.54K	0.06%	139
2025 Q2	$223K	Buy	+4,102	New	+$211K	0.06%	139

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

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

Rialto Wealth Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 1,578 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #243.

Rialto Wealth Management first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $240K in Q4 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Rialto Wealth Management held 1,578 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $107K as of Q2 2026.
Rialto Wealth Management 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 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #243 holding.
Rialto Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
Rialto Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $240K 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 Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.