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Sovereign Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sovereign Financial Group’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 		$380K Sell
5,623
-53
-0.9% -$3.41K 0.06% 264
2026
Q1 		$336K Sell
5,676
-134
-2% -$8.16K 0.06% 265
2025
Q4 		$336K Sell
5,810
-106
-2% -$6.09K 0.06% 251
2025
Q3 		$338K Buy
5,916
+66
+1% +$3.72K 0.06% 239
2025
Q2 		$318K Buy
5,850
+55
+0.9% +$2.83K 0.07% 237
2025
Q1 		$297K Hold
5,795
– – 0.07% 229
2024
Q4 		$317K Buy
5,795
+912
+19% +$51.3K 0.07% 229
2024
Q3 		$267K Hold
4,883
– – 0.06% 239
2024
Q2 		$250K Hold
4,883
– – 0.06% 239
2024
Q1 		$260K Buy
4,883
+1
+0% +$50 0.07% 232
2023
Q4 		$238K Sell
4,882
-62
-1% -$2.76K 0.07% 215
2023
Q3 		$216K Sell
4,944
-4,780
-49% -$220K 0.08% 212
2023
Q2 		$446K Sell
9,724
-92
-0.9% -$4.02K 0.15% 148
2023
Q1 		$431K Sell
9,816
-62
-0.6% -$2.77K 0.16% 140
2022
Q4 		$420K Buy
9,878
+691
+8% +$29.3K 0.17% 138
2022
Q3 		$354K Buy
9,187
+1
+0% +$42 0.14% 137
2022
Q2 		$365K Hold
9,186
– – 0.14% 135
2022
Q1 		$433K Buy
9,186
+4,618
+101% +$216K 0.16% 134
2021
Q4 		$227K Sell
4,568
-30
-0.7% -$1.47K 0.09% 185
2021
Q3 		$212K Sell
4,598
-80
-2% -$3.78K 0.12% 160
2021
Q2 		$214K Sell
4,678
-38
-0.8% -$1.8K 0.13% 155
2021
Q1 		$216K Buy
+4,716
New +$207K 0.14% 153

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Sovereign Financial Group's SPMD Position: Q2 2026 in Review

Sovereign Financial Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.93% in Q2 2026, selling an estimated $3.41K and leaving 5,623 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #264.

Sovereign Financial Group first reported a position in SPMD in Q1 2021 and has held it in 22 quarters since. The position peaked at $446K in Q2 2023. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Sovereign Financial Group held 5,623 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $380K as of Q2 2026.
  • Sovereign Financial Group sold 53 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.41K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Sovereign Financial Group's portfolio in Q2 2026, its #264 holding.
  • Sovereign Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Sovereign Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $446K in Q2 2023.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.