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

Sowell Financial Services’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	$453K	Buy	6,704 +307	+5%	+$19.8K	0.01%	684
2026 Q1	$379K	Buy	6,397 +747	+13%	+$45.5K	0.01%	741
2025 Q4	$327K	Buy	5,650 +42	+0.7%	+$2.41K	0.01%	801
2025 Q3	$321K	Buy	5,608 +284	+5%	+$16K	0.01%	786
2025 Q2	$290K	Sell	5,324 -97	-2%	-$5K	0.01%	803
2025 Q1	$277K	Buy	+5,421	New	+$295K	0.01%	801
2021 Q3	–	Sell	-82,177	Closed	-$3.88M	–	551
2021 Q2	$3.88M	Sell	82,177 -7,047	-8%	-$334K	0.26%	111
2021 Q1	$4.29M	Buy	89,224 +49,359	+124%	+$2.17M	0.15%	134
2020 Q4	$1.61M	Buy	+39,865	New	+$1.48M	0.07%	242
2020 Q2	–	Sell	-3,016	Closed	-$76K	–	2654
2020 Q1	$76K	Sell	3,016 -6,753	-69%	-$221K	0.01%	922
2019 Q4	$354K	Sell	9,769 -2,653	-21%	-$92.5K	0.03%	552
2019 Q3	$421K	Buy	+12,422	New	+$419K	0.03%	454

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

Sowell Financial Services's SPMD Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.8% in Q2 2026, buying an estimated $19.8K and bringing the position to 6,704 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #684.

Sowell Financial Services first reported a position in SPMD in Q3 2019 and has held it in 12 quarters since. The position peaked at $4.29M in Q1 2021. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Sowell Financial Services held 6,704 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $453K as of Q2 2026.
Sowell Financial Services bought 307 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $19.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #684 holding.
Sowell Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2019 and has held it in 12 quarters since.
Sowell Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.29M in Q1 2021.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.