Sharkey, Howes & Javer’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sharkey, Howes & Javer’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	$1.27M	Sell	18,780 -16,256	-46%	-$1.05M	0.15%	73
2026 Q1	$2.07M	Sell	35,036 -11,912	-25%	-$725K	0.28%	57
2025 Q4	$2.72M	Sell	46,948 -13,291	-22%	-$763K	0.35%	46
2025 Q3	$3.45M	Sell	60,239 -11,076	-16%	-$624K	0.44%	42
2025 Q2	$3.88M	Buy	71,315 +8,657	+14%	+$446K	0.52%	38
2025 Q1	$3.21M	Buy	62,658 +1,002	+2%	+$54.6K	0.46%	46
2024 Q4	$3.37M	Buy	61,656 +5,582	+10%	+$314K	0.47%	39
2024 Q3	$3.07M	Buy	+56,074	New	+$2.97M	0.44%	41

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

Sharkey, Howes & Javer's SPMD Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 46% in Q2 2026, selling an estimated $1.05M and leaving 18,780 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #73.

Sharkey, Howes & Javer first reported a position in SPMD in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.88M in Q2 2025. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Sharkey, Howes & Javer held 18,780 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.27M as of Q2 2026.
Sharkey, Howes & Javer sold 16,256 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.05M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.15% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #73 holding.
Sharkey, Howes & Javer 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.
Sharkey, Howes & Javer's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.88M in Q2 2025.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.