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

SOA Wealth Advisors’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	$68	Hold	1	–	–	﹤0.01%	873
2026 Q1	$59	Hold	1	–	–	﹤0.01%	849
2025 Q4	$58	Hold	1	–	–	﹤0.01%	847
2025 Q3	$57	Hold	1	–	–	﹤0.01%	872
2025 Q2	$54	Buy	+1	New	+$52	﹤0.01%	858

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOA Wealth Advisors's SPMD Position: Q2 2026 in Review

SOA Wealth Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 1 share worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #873.

SOA Wealth Advisors first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 190 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

SOA Wealth Advisors held 1 share of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $68 as of Q2 2026.
SOA Wealth Advisors 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 SOA Wealth Advisors's portfolio in Q2 2026, its #873 holding.
SOA Wealth Advisors 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.
190 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.