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Richardson Financial Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Richardson Financial Services’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 		$1.14M Sell
16,908
-737
-4% -$47.4K 0.65% 31
2026
Q1 		$1.04M Sell
17,645
-1,324
-7% -$80.6K 0.65% 29
2025
Q4 		$1.1M Sell
18,969
-118
-0.6% -$6.78K 0.36% 28
2025
Q3 		$1.09M Sell
19,087
-495
-3% -$27.9K 0.68% 32
2025
Q2 		$1.08M Sell
19,582
-256
-1% -$13.2K 0.72% 29
2025
Q1 		$1.02M Buy
19,838
+1,739
+10% +$94.8K 0.77% 27
2024
Q4 		$988K Sell
18,099
-1,575
-8% -$88.6K 0.69% 32
2024
Q3 		$1.01M Buy
19,674
+422
+2% +$22.3K 0.64% 38
2024
Q2 		$988K Buy
19,252
+114
+0.6% +$5.88K 0.71% 34
2024
Q1 		$1.02M Sell
19,138
-1,860
-9% -$92.5K 0.72% 34
2023
Q4 		$1.02M Buy
+20,998
New +$935K 0.9% 25

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

Richardson Financial Services's SPMD Position: Q2 2026 in Review

Richardson Financial Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.2% in Q2 2026, selling an estimated $47.4K and leaving 16,908 shares worth $1.14M. The position accounts for 0.65% of the portfolio, ranked #31.

Richardson Financial Services first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Richardson Financial Services held 16,908 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.14M as of Q2 2026.
  • Richardson Financial Services sold 737 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $47.4K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.65% of Richardson Financial Services's portfolio in Q2 2026, its #31 holding.
  • Richardson Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.