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

Sax Wealth Advisors’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	$332K	Sell	5,606 -1,013	-15%	-$65.2K	0.01%	426
2026 Q1	$383K	Hold	6,619	–	–	0.02%	341
2025 Q4	$383K	Buy	6,619 +1,297	+24%	+$74.5K	0.02%	347
2025 Q3	$304K	Sell	5,322 -275	-5%	-$15.5K	0.02%	346
2025 Q2	$304K	Sell	5,597 -842	-13%	-$43.4K	0.02%	334
2025 Q1	$330K	Buy	6,439 +166	+3%	+$9.05K	0.02%	277
2024 Q4	$343K	Buy	6,273 +1,248	+25%	+$70.2K	0.03%	244
2024 Q3	$275K	Sell	5,025 -4	-0.1%	-$212	0.02%	232
2024 Q2	$258K	Buy	5,029 +4	+0.1%	+$206	0.02%	228
2024 Q1	$268K	Hold	5,025	–	–	0.03%	156
2023 Q4	$245K	Buy	+5,025	New	+$224K	0.04%	164

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sax Wealth Advisors's SPMD Position: Q2 2026 in Review

Sax Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 15% in Q2 2026, selling an estimated $65.2K and leaving 5,606 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #426.

Sax Wealth Advisors first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $383K in Q1 2026. 193 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Sax Wealth Advisors held 5,606 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $332K as of Q2 2026.
Sax Wealth Advisors sold 1,013 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $65.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #426 holding.
Sax Wealth Advisors 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.
Sax Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $383K in Q1 2026.
193 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.