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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

Other funds holding SPMD

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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.

382 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.
  • 382 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.