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

RKL 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	$48.7M	Buy	720,231 +40,792	+6%	+$2.62M	3.88%	6
2026 Q1	$40.2M	Sell	679,439 -32,736	-5%	-$1.99M	3.62%	6
2025 Q4	$41.2M	Buy	712,175 +117,200	+20%	+$6.73M	3.39%	6
2025 Q3	$34M	Buy	594,975 +40,432	+7%	+$2.28M	2.9%	6
2025 Q2	$30.2M	Buy	554,543 +73,729	+15%	+$3.8M	2.65%	6
2025 Q1	$24.6M	Buy	480,814 +275,996	+135%	+$15M	2.32%	7
2024 Q4	$11.2M	Buy	204,818 +164,481	+408%	+$9.26M	1%	21
2024 Q3	$2.21M	Buy	+40,337	New	+$2.13M	0.2%	64

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

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

RKL Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6% in Q2 2026, buying an estimated $2.62M and bringing the position to 720,231 shares worth $48.7M. The position accounts for 3.88% of the portfolio, ranked #6.

RKL Wealth Management first reported a position in SPMD in Q3 2024 and has held it in 8 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

RKL Wealth Management held 720,231 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $48.7M as of Q2 2026.
RKL Wealth Management bought 40,792 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.62M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.88% of RKL Wealth Management's portfolio in Q2 2026, its #6 holding.
RKL Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.