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

Signal Advisors Wealth’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	$4.88M	Buy	72,202 +15,517	+27%	+$998K	0.25%	82
2026 Q1	$3.36M	Buy	56,685 +4,841	+9%	+$295K	0.23%	93
2025 Q4	$3M	Sell	51,844 -86	-0.2%	-$4.94K	0.24%	88
2025 Q3	$2.97M	Sell	51,930 -8,492	-14%	-$478K	0.27%	85
2025 Q2	$3.29M	Buy	60,422 +21,075	+54%	+$1.09M	0.26%	99
2025 Q1	$2.01M	Buy	39,347 +3,132	+9%	+$171K	0.2%	115
2024 Q4	$1.98M	Buy	+36,215	New	+$2.04M	0.22%	110

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

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

Signal Advisors Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 27% in Q2 2026, buying an estimated $998K and bringing the position to 72,202 shares worth $4.88M. The position accounts for 0.25% of the portfolio, ranked #82.

Signal Advisors Wealth first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Signal Advisors Wealth held 72,202 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.88M as of Q2 2026.
Signal Advisors Wealth bought 15,517 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $998K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.25% of Signal Advisors Wealth's portfolio in Q2 2026, its #82 holding.
Signal Advisors Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 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 Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.