Sound Income Strategies’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sound Income Strategies’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	–	Sell	-68	Closed	-$4.04K	–	2132
2026 Q1	$4.04K	Buy	68 +25	+58%	+$1.52K	﹤0.01%	1922
2025 Q4	$2.67K	Hold	43	–	–	﹤0.01%	2054
2025 Q3	$2.47K	Hold	43	–	–	﹤0.01%	1315
2025 Q2	$2.35K	Buy	+43	New	+$2.21K	﹤0.01%	1238
2024 Q3	–	Sell	-223	Closed	-$11.4K	–	1494
2024 Q2	$11.4K	Hold	223	–	–	﹤0.01%	750
2024 Q1	$11.9K	Hold	223	–	–	﹤0.01%	708
2023 Q4	$10.9K	Hold	223	–	–	﹤0.01%	713
2023 Q3	$9.77K	Hold	223	–	–	﹤0.01%	599
2023 Q2	$10.2K	Hold	223	–	–	﹤0.01%	571
2023 Q1	$9.81K	Buy	+223	New	+$9.98K	﹤0.01%	558
2022 Q4	–	Sell	-418	Closed	-$16K	–	1013
2022 Q3	$16K	Buy	+418	New	+$17.7K	﹤0.01%	395
2020 Q1	–	Sell	-89	Closed	-$3K	–	873
2019 Q4	$3K	Hold	89	–	–	﹤0.01%	540
2019 Q3	$3K	Buy	89 +57	+178%	+$1.92K	﹤0.01%	507
2019 Q2	$1K	Buy	+32	New	+$1.08K	﹤0.01%	627

Other funds holding SPMD

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Sound Income Strategies's SPMD Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 68 shares — an estimated $4.04K sold.

Sound Income Strategies first reported a position in SPMD in Q2 2019 and held it in 14 quarters. The position peaked at $16K in Q3 2022. 693 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Sound Income Strategies reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 68 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.04K.
Sound Income Strategies first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and held it in 14 quarters.
Sound Income Strategies's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $16K in Q3 2022.
693 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.