Spectrum Planning & Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Spectrum Planning & Advisory 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	$305K	Sell	4,508 -76	-2%	-$4.89K	0.14%	86
2026 Q1	$271K	Buy	4,584 +3	+0.1%	+$183	0.13%	93
2025 Q4	$265K	Buy	4,581 +20	+0.4%	+$1.15K	0.14%	97
2025 Q3	$261K	Sell	4,561 -47	-1%	-$2.65K	0.15%	92
2025 Q2	$251K	Buy	4,608 +185	+4%	+$9.53K	0.16%	90
2025 Q1	$226K	Buy	4,423 +3	+0.1%	+$164	0.19%	60
2024 Q4	$242K	Sell	4,420 -136	-3%	-$7.65K	0.21%	55
2024 Q3	$249K	Buy	+4,556	New	+$241K	0.24%	49

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

Spectrum Planning & Advisory Services's SPMD Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.7% in Q2 2026, selling an estimated $4.89K and leaving 4,508 shares worth $305K. The position accounts for 0.14% of the portfolio, ranked #86.

Spectrum Planning & Advisory Services first reported a position in SPMD in Q3 2024 and has held it in 8 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Spectrum Planning & Advisory Services held 4,508 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $305K as of Q2 2026.
Spectrum Planning & Advisory Services sold 76 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.89K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.14% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #86 holding.
Spectrum Planning & Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.