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

Spectrum Wealth Advisory 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	$60.5K	Buy	+896	New	+$57.6K	0.02%	131
2022 Q4	–	Sell	-5,830	Closed	-$225K	–	36
2022 Q3	$225K	Buy	5,830 +12	+0.2%	+$509	0.28%	36
2022 Q2	$231K	Buy	5,818 +12	+0.2%	+$521	0.26%	38
2022 Q1	$274K	Sell	5,806 -2,916	-33%	-$136K	0.26%	40
2021 Q4	$434K	Buy	8,722 +2,929	+51%	+$143K	0.39%	32
2021 Q3	$267K	Buy	5,793 +12	+0.2%	+$567	0.26%	38
2021 Q2	$273K	Buy	5,781 +8	+0.1%	+$380	0.27%	38
2021 Q1	$264K	Sell	5,773 -28	-0.5%	-$1.23K	0.25%	35
2020 Q4	$234K	Sell	5,801 -7,285	-56%	-$270K	0.26%	30
2020 Q3	$426K	Buy	13,086 +6,522	+99%	+$214K	0.27%	32
2020 Q2	$205K	Buy	+6,564	New	+$192K	0.29%	32

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 Wealth Advisory Group's SPMD Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 896 shares worth $60.5K. The stake represents 0.02% of the portfolio and ranks #131 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in SPMD as recently as Q3 2022.

Spectrum Wealth Advisory Group first reported a position in SPMD in Q2 2020 and has held it in 11 quarters since. The position peaked at $434K in Q4 2021. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Spectrum Wealth Advisory Group held 896 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $60.5K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Spectrum Wealth Advisory Group position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #131 holding.
Spectrum Wealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 11 quarters since.
Spectrum Wealth Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $434K in Q4 2021.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.