Spartan Planning & Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Spartan Planning & Wealth 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	$404K	Buy	+5,985	New	+$385K	0.27%	57
2023 Q4	$151K	Buy	3,103 +235	+8%	+$10.5K	0.16%	68
2023 Q3	$126K	Buy	+2,868	New	+$132K	0.15%	72
2022 Q4	$55.2K	Sell	1,298 -110	-8%	-$4.67K	0.07%	96
2022 Q3	$54K	Sell	1,408 -11	-0.8%	-$466	0.07%	45
2022 Q2	$56K	Sell	1,419 -2,023	-59%	-$87.8K	0.07%	56
2022 Q1	$162K	Buy	+3,442	New	+$161K	0.2%	59

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

Spartan Planning & Wealth Management's SPMD Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 5,985 shares worth $404K. The stake represents 0.27% of the portfolio and ranks #57 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in SPMD as recently as Q4 2023.

Spartan Planning & Wealth Management first reported a position in SPMD in Q1 2022 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Spartan Planning & Wealth Management held 5,985 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $404K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Spartan Planning & Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.27% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #57 holding.
Spartan Planning & Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 7 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.