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Richard W. Paul & Associates’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Richard W. Paul & Associates’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 		$160K Sell
2,367
-71
-3% -$4.57K 0.05% 156
2026
Q1 		$144K Sell
2,438
-80
-3% -$4.87K 0.05% 159
2025
Q4 		$146K Sell
2,518
-296
-11% -$17K 0.05% 161
2025
Q3 		$161K Buy
2,814
+35
+1% +$1.97K 0.05% 165
2025
Q2 		$151K Sell
2,779
-149
-5% -$7.67K 0.05% 174
2025
Q1 		$150K Buy
2,928
+174
+6% +$9.48K 0.06% 172
2024
Q4 		$151K Sell
2,754
-356
-11% -$20K 0.05% 179
2024
Q3 		$170K Sell
3,110
-218
-7% -$11.5K 0.06% 176
2024
Q2 		$171K Buy
3,328
+44
+1% +$2.27K 0.07% 173
2024
Q1 		$175K Sell
3,284
-684
-17% -$34K 0.07% 172
2023
Q4 		$193K Sell
3,968
-257
-6% -$11.4K 0.08% 165
2023
Q3 		$185K Sell
4,225
-906
-18% -$41.7K 0.08% 162
2023
Q2 		$235K Sell
5,131
-264
-5% -$11.5K 0.1% 162
2023
Q1 		$237K Buy
5,395
+25
+0.5% +$1.12K 0.11% 158
2022
Q4 		$228K Buy
+5,370
New +$228K 0.11% 157

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

Richard W. Paul & Associates's SPMD Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.9% in Q2 2026, selling an estimated $4.57K and leaving 2,367 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #156.

Richard W. Paul & Associates first reported a position in SPMD in Q4 2022 and has held it in 15 quarters since. The position peaked at $237K in Q1 2023. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Richard W. Paul & Associates held 2,367 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $160K as of Q2 2026.
  • Richard W. Paul & Associates sold 71 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.57K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Richard W. Paul & Associates's portfolio in Q2 2026, its #156 holding.
  • Richard W. Paul & Associates first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $237K in Q1 2023.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.