Sittner & Nelson’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sittner & Nelson’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	$38.2K	Hold	565	–	–	0.01%	322
2026 Q1	$33.5K	Hold	565	–	–	0.01%	331
2025 Q4	$35.6K	Hold	565	–	–	0.01%	290
2025 Q3	$32.3K	Hold	565	–	–	0.01%	281
2025 Q2	$30.7K	Hold	565	–	–	0.01%	285
2025 Q1	$28.9K	Hold	565	–	–	0.01%	277
2024 Q4	$30.9K	Hold	565	–	–	0.01%	255
2024 Q3	$30.9K	Hold	565	–	–	0.01%	259
2024 Q2	$29K	Hold	565	–	–	0.01%	255
2024 Q1	$30.1K	Hold	565	–	–	0.02%	248
2023 Q4	$27.5K	Buy	+565	New	+$25.2K	0.01%	256

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

Sittner & Nelson's SPMD Position: Q2 2026 in Review

Sittner & Nelson held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 565 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #322.

Sittner & Nelson first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Sittner & Nelson held 565 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $38.2K as of Q2 2026.
Sittner & Nelson left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Sittner & Nelson's portfolio in Q2 2026, its #322 holding.
Sittner & Nelson first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 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 Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.