SGK
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Steigerwald Gordon & Koch’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Steigerwald Gordon & Koch’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 		$109K Hold
1,620
– – 0.01% 209
2026
Q1 		$95.9K Hold
1,620
– – 0.01% 214
2025
Q4 		$93.8K Hold
1,620
– – 0.01% 224
2025
Q3 		$92.6K Buy
+1,620
New +$91.3K 0.01% 215

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

Steigerwald Gordon & Koch's SPMD Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 1,620 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #209.

Steigerwald Gordon & Koch first reported a position in SPMD in Q3 2025 and has held it in 4 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,620 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $109K as of Q2 2026.
  • Steigerwald Gordon & Koch 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 Steigerwald Gordon & Koch's portfolio in Q2 2026, its #209 holding.
  • Steigerwald Gordon & Koch first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 4 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 Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.