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

Smallwood Wealth Investment 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 		$270 Buy
+4
New +$257 ﹤0.01% 478

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Valmark Advisers
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Morgan Stanley
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AlTi Global
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Facet Wealth Inc
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First Command Advisory Services
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Smallwood Wealth Investment Management's SPMD Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 4 shares worth $270. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings.

847 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Smallwood Wealth Investment Management held 4 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $270 as of Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Smallwood Wealth Investment Management position in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #478 holding.
  • 847 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.