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

Ritholtz 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	$256K	Sell	3,786 -522	-12%	-$33.6K	﹤0.01%	1131
2026 Q1	$255K	Buy	+4,308	New	+$262K	﹤0.01%	1043
2025 Q3	–	Sell	-5,142	Closed	-$280K	–	1109
2025 Q2	$280K	Buy	5,142 +172	+3%	+$8.86K	0.01%	820
2025 Q1	$254K	Sell	4,970 -17	-0.3%	-$927	0.01%	791
2024 Q4	$273K	Buy	4,987 +49	+1%	+$2.76K	0.01%	736
2024 Q3	$270K	Sell	4,938 -2,624	-35%	-$139K	0.01%	728
2024 Q2	$388K	Sell	7,562 -493	-6%	-$25.4K	0.01%	594
2024 Q1	$430K	Buy	+8,055	New	+$401K	0.01%	550

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

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

Ritholtz Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q2 2026, selling an estimated $33.6K and leaving 3,786 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Ritholtz Wealth Management first reported a position in SPMD in Q1 2024 and has held it in 8 quarters since. The position peaked at $430K in Q1 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Ritholtz Wealth Management held 3,786 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $256K as of Q2 2026.
Ritholtz Wealth Management sold 522 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $33.6K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1131 holding.
Ritholtz Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 8 quarters since.
Ritholtz Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $430K in Q1 2024.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.