Stegent Equity Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Stegent Equity Advisors’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	$434K	Hold	6,427	–	–	0.31%	71
2026 Q1	$381K	Sell	6,427 -5,248	-45%	-$319K	0.32%	75
2025 Q4	$676K	Sell	11,675 -168	-1%	-$9.65K	0.53%	48
2025 Q3	$677K	Sell	11,843 -3,293	-22%	-$186K	0.55%	52
2025 Q2	$823K	Sell	15,136 -194	-1%	-$9.99K	0.73%	38
2025 Q1	$785K	Sell	15,330 -456	-3%	-$24.9K	0.8%	41
2024 Q4	$863K	Sell	15,786 -76	-0.5%	-$4.28K	0.88%	34
2024 Q3	$867K	Sell	15,862 -508	-3%	-$26.9K	0.96%	33
2024 Q2	$840K	Sell	16,370 -650	-4%	-$33.5K	0.87%	36
2024 Q1	$908K	Buy	17,020 +6,133	+56%	+$305K	0.92%	39
2023 Q4	$530K	Buy	10,887 +6,089	+127%	+$271K	0.63%	43
2023 Q3	$210K	Hold	4,798	–	–	0.27%	57
2023 Q2	$220K	Hold	4,798	–	–	0.25%	59
2023 Q1	$211K	Hold	4,798	–	–	0.21%	63
2022 Q4	$204K	Sell	4,798 -3,253	-40%	-$138K	0.24%	60
2022 Q3	$310K	Hold	8,051	–	–	0.47%	46
2022 Q2	$320K	Hold	8,051	–	–	0.42%	55
2022 Q1	$380K	Hold	8,051	–	–	0.32%	64
2021 Q4	$400K	Buy	+8,051	New	+$393K	0.32%	70

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

Stegent Equity Advisors's SPMD Position: Q2 2026 in Review

Stegent Equity Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 6,427 shares worth $434K. The position accounts for 0.31% of the portfolio, ranked #71.

Stegent Equity Advisors first reported a position in SPMD in Q4 2021 and has held it in 19 quarters since. The position peaked at $908K in Q1 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Stegent Equity Advisors held 6,427 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $434K as of Q2 2026.
Stegent Equity Advisors 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 0.31% of Stegent Equity Advisors's portfolio in Q2 2026, its #71 holding.
Stegent Equity Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 19 quarters since.
Stegent Equity Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $908K in Q1 2024.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.