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Strategic Financial Concepts’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Strategic Financial Concepts’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 		– Sell
-8,221
Closed -$487K – 306
2026
Q1 		$487K Sell
8,221
-742
-8% -$45.2K 0.12% 164
2025
Q4 		$519K Sell
8,963
-18,219
-67% -$1.05M 0.47% 56
2025
Q3 		$1.55M Buy
27,182
+105
+0.4% +$5.92K 0.23% 54
2025
Q2 		$1.47M Sell
27,077
-24,575
-48% -$1.27M 0.21% 60
2025
Q1 		$2.64M Sell
51,652
-5,533
-10% -$302K 0.5% 53
2024
Q4 		$3.13M Buy
57,185
+48,773
+580% +$2.74M 0.6% 39
2024
Q3 		$460K Sell
8,412
-46,379
-85% -$2.45M 0.15% 133
2024
Q2 		$2.81M Sell
54,791
-2,859
-5% -$148K 1.64% 14
2024
Q1 		$3.08M Sell
57,650
-9,003
-14% -$448K 0.74% 38
2023
Q4 		$3.25M Buy
66,653
+23,629
+55% +$1.05M 1.93% 15
2023
Q3 		$1.88M Buy
43,024
+29,340
+214% +$1.35M 0.64% 43
2023
Q2 		$628K Buy
+13,684
New +$598K 0.23% 102

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

Strategic Financial Concepts's SPMD Position: Q2 2026 in Review

Strategic Financial Concepts sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 8,221 shares — an estimated $487K sold.

Strategic Financial Concepts first reported a position in SPMD in Q2 2023 and held it in 12 quarters. The position peaked at $3.25M in Q4 2023. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Strategic Financial Concepts reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 8,221 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $487K.
  • Strategic Financial Concepts first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and held it in 12 quarters.
  • Strategic Financial Concepts's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.25M in Q4 2023.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.