SageView Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

SageView Advisory Group’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	$16M	Buy	236,358 +214,214	+967%	+$13.8M	0.52%	25
2026 Q1	$1.31M	Buy	22,144 +20,004	+935%	+$1.22M	0.05%	201
2025 Q4	$124K	Sell	2,140 -3,000	-58%	-$172K	﹤0.01%	758
2025 Q3	$294K	Buy	5,140 +105	+2%	+$5.92K	0.01%	524
2025 Q2	$283K	Sell	5,035 -1,631	-24%	-$84K	0.01%	510
2025 Q1	$341K	Sell	6,666 -336	-5%	-$18.3K	0.01%	435
2024 Q4	$383K	Buy	+7,002	New	+$394K	0.02%	389
2024 Q3	–	Sell	-5,843	Closed	-$300K	–	566
2024 Q2	$300K	Buy	+5,843	New	+$301K	0.01%	430
2024 Q1	–	Sell	-5,890	Closed	-$287K	–	774
2023 Q4	$287K	Buy	+5,890	New	+$262K	0.01%	524

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

SageView Advisory Group's SPMD Position: Q2 2026 in Review

SageView Advisory Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 967% in Q2 2026, buying an estimated $13.8M and bringing the position to 236,358 shares worth $16M. The position accounts for 0.52% of the portfolio, ranked #25.

SageView Advisory Group first reported a position in SPMD in Q4 2023 and has held it in 9 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

SageView Advisory Group held 236,358 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $16M as of Q2 2026.
SageView Advisory Group bought 214,214 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $13.8M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.52% of SageView Advisory Group's portfolio in Q2 2026, its #25 holding.
SageView Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 9 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 SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.