Shepherd Financial Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Shepherd Financial Partners’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	$20.5M	Buy	303,394 +7,559	+3%	+$486K	1.68%	13
2026 Q1	$17.5M	Sell	295,835 -5,299	-2%	-$323K	1.66%	14
2025 Q4	$17.4M	Buy	301,134 +12,741	+4%	+$732K	1.62%	18
2025 Q3	$16.5M	Buy	288,393 +6,536	+2%	+$368K	1.57%	17
2025 Q2	$15.3M	Buy	281,857 +6,555	+2%	+$338K	1.62%	17
2025 Q1	$14.1M	Buy	275,302 +264,931	+2,555%	+$14.4M	1.65%	15
2024 Q4	$567K	Buy	10,371 +5,663	+120%	+$319K	0.07%	136
2024 Q3	$257K	Hold	4,708	–	–	0.03%	192
2024 Q2	$242K	Hold	4,708	–	–	0.03%	192
2024 Q1	$251K	Buy	+4,708	New	+$234K	0.03%	193

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

Shepherd Financial Partners's SPMD Position: Q2 2026 in Review

Shepherd Financial Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.6% in Q2 2026, buying an estimated $486K and bringing the position to 303,394 shares worth $20.5M. The position accounts for 1.68% of the portfolio, ranked #13.

Shepherd Financial Partners first reported a position in SPMD in Q1 2024 and has held it in 10 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Shepherd Financial Partners held 303,394 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $20.5M as of Q2 2026.
Shepherd Financial Partners bought 7,559 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $486K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.68% of Shepherd Financial Partners's portfolio in Q2 2026, its #13 holding.
Shepherd Financial Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 10 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 Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.