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

SIMA Wealth 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	$2.7M	Buy	40,008 +1,652	+4%	+$106K	1.92%	14
2026 Q1	$2.27M	Buy	38,356 +810	+2%	+$49.3K	1.73%	14
2025 Q4	$2.17M	Buy	37,546 +5,508	+17%	+$316K	1.65%	14
2025 Q3	$1.83M	Buy	32,038 +864	+3%	+$48.7K	1.4%	16
2025 Q2	$1.7M	Sell	31,174 -10,021	-24%	-$516K	1.37%	16
2025 Q1	$2.11M	Sell	41,195 -392	-0.9%	-$21.4K	1.75%	15
2024 Q4	$2.27M	Buy	41,587 +270	+0.7%	+$15.2K	1.93%	15
2024 Q3	$2.26M	Buy	41,317 +2,927	+8%	+$155K	1.96%	15
2024 Q2	$1.97M	Buy	+38,390	New	+$1.98M	1.88%	16

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

SIMA Wealth Partners's SPMD Position: Q2 2026 in Review

SIMA Wealth Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.3% in Q2 2026, buying an estimated $106K and bringing the position to 40,008 shares worth $2.7M. The position accounts for 1.92% of the portfolio, ranked #14.

SIMA Wealth Partners first reported a position in SPMD in Q2 2024 and has held it in 9 quarters since. 838 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

SIMA Wealth Partners held 40,008 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.7M as of Q2 2026.
SIMA Wealth Partners bought 1,652 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $106K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.92% of SIMA Wealth Partners's portfolio in Q2 2026, its #14 holding.
SIMA Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 9 quarters since.
838 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.