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

Strategic Financial Planning’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 		$1.39M Buy
+20,599
New +$1.33M 0.73% 23
2026
Q1 		– Sell
-17,904
Closed -$1.04M – 55
2025
Q4 		$1.04M Buy
17,904
+2,657
+17% +$153K 0.59% 27
2025
Q3 		$872K Buy
15,247
+4,396
+41% +$248K 0.51% 28
2025
Q2 		$590K Buy
10,851
+1,154
+12% +$59.4K 0.37% 29
2025
Q1 		$496K Buy
9,697
+1,061
+12% +$57.8K 0.34% 29
2024
Q4 		$472K Buy
8,636
+169
+2% +$9.51K 0.32% 29
2024
Q3 		$463K Buy
8,467
+1
+0% +$53 0.31% 29
2024
Q2 		$434K Buy
8,466
+2,587
+44% +$133K 0.31% 30
2024
Q1 		$314K Buy
5,879
+98
+2% +$4.87K 0.23% 30
2023
Q4 		$282K Buy
5,781
+95
+2% +$4.23K 0.22% 31
2023
Q3 		$249K Sell
5,686
-246
-4% -$11.3K 0.23% 29
2023
Q2 		$272K Buy
5,932
+4
+0.1% +$175 0.24% 29
2023
Q1 		$260K Sell
5,928
-59
-1% -$2.64K 0.24% 30
2022
Q4 		$254K Buy
5,987
+252
+4% +$10.7K 0.25% 30
2022
Q3 		$221K Buy
+5,735
New +$243K 0.23% 32
2022
Q1 		– Sell
-5,136
Closed -$255K – 35
2021
Q4 		$255K Buy
5,136
+500
+11% +$24.4K 0.18% 31
2021
Q3 		$214K Buy
4,636
+191
+4% +$9.02K 0.16% 31
2021
Q2 		$210K Sell
4,445
-1,680
-27% -$79.7K 0.15% 32
2021
Q1 		$280K Buy
6,125
+846
+16% +$37.1K 0.21% 30
2020
Q4 		$213K Buy
+5,279
New +$196K 0.19% 32

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 Planning's SPMD Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 20,599 shares worth $1.39M. The stake represents 0.73% of the portfolio and ranks #23 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SPMD as recently as Q4 2025.

Strategic Financial Planning first reported a position in SPMD in Q4 2020 and has held it in 20 quarters since. 838 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Strategic Financial Planning held 20,599 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.39M as of Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Strategic Financial Planning position in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.73% of Strategic Financial Planning's portfolio in Q2 2026, its #23 holding.
  • Strategic Financial Planning first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 20 quarters since.
  • 838 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 Planning's 13F filing for Q2 2026, filed 14 Aug 2026.