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

Silverlake Wealth Management’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	$246K	Sell	3,636 -713	-16%	-$45.9K	0.05%	342
2026 Q1	$258K	Sell	4,349 -1,056	-20%	-$64.3K	0.05%	308
2025 Q4	$313K	Sell	5,405 -1,504	-22%	-$86.4K	0.07%	257
2025 Q3	$395K	Sell	6,909 -688	-9%	-$38.8K	0.1%	211
2025 Q2	$413K	Buy	+7,597	New	+$391K	0.12%	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

Silverlake Wealth Management's SPMD Position: Q2 2026 in Review

Silverlake Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 16% in Q2 2026, selling an estimated $45.9K and leaving 3,636 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #342.

Silverlake Wealth Management first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $413K in Q2 2025. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Silverlake Wealth Management held 3,636 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $246K as of Q2 2026.
Silverlake Wealth Management sold 713 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $45.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Silverlake Wealth Management's portfolio in Q2 2026, its #342 holding.
Silverlake Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
Silverlake Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $413K 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 Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.