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

Spire 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 		$102K Hold
1,513
– – ﹤0.01% 972
2026
Q1 		$89.6K Hold
1,513
– – ﹤0.01% 1000
2025
Q4 		$87.6K Hold
1,513
– – ﹤0.01% 1022
2025
Q3 		$86.5K Sell
1,513
-400
-21% -$22.5K ﹤0.01% 1041
2025
Q2 		$104K Sell
1,913
-833
-30% -$42.9K ﹤0.01% 952
2025
Q1 		$141K Buy
2,746
+671
+32% +$36.6K ﹤0.01% 921
2024
Q4 		$113K Hold
2,075
– – ﹤0.01% 988
2024
Q3 		$113K Sell
2,075
-1,160
-36% -$61.3K ﹤0.01% 878
2024
Q2 		$166K Buy
3,235
+1,537
+91% +$79.3K 0.01% 758
2024
Q1 		$90.6K Sell
1,698
-786
-32% -$39.1K ﹤0.01% 1013
2023
Q4 		$119K Sell
2,484
-1,885
-43% -$84K ﹤0.01% 948
2023
Q3 		$191K Buy
4,369
+4,181
+2,224% +$192K 0.01% 722
2023
Q2 		$8.63K Sell
188
-376
-67% -$16.4K ﹤0.01% 1858
2023
Q1 		$24.8K Buy
564
+311
+123% +$13.9K ﹤0.01% 1535
2022
Q4 		$11K Buy
253
+187
+283% +$7.94K ﹤0.01% 1587
2022
Q3 		$3K Hold
66
– – ﹤0.01% 1893
2022
Q2 		$3K Sell
66
-4,017
-98% -$174K ﹤0.01% 2299
2022
Q1 		$193K Sell
4,083
-546
-12% -$25.5K 0.01% 916
2021
Q4 		$230K Sell
4,629
-873
-16% -$42.6K 0.01% 1033
2021
Q3 		$254K Buy
5,502
+11
+0.2% +$519 0.01% 828
2021
Q2 		$259K Sell
5,491
-383
-7% -$18.2K 0.01% 843
2021
Q1 		$269K Buy
+5,874
New +$258K 0.01% 929

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

Spire Wealth Management's SPMD Position: Q2 2026 in Review

Spire Wealth Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 1,513 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Spire Wealth Management first reported a position in SPMD in Q1 2021 and has held it in 22 quarters since. The position peaked at $269K in Q1 2021. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Spire Wealth Management held 1,513 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $102K as of Q2 2026.
  • Spire Wealth Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #972 holding.
  • Spire Wealth Management 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.
  • Spire Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $269K 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 Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.