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

Strategic Wealth Partners’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	$174K	Hold	2,580	–	–	0.01%	328
2026 Q1	$153K	Sell	2,580 -31	-1%	-$1.89K	0.01%	333
2025 Q4	$151K	Buy	2,611 +68	+3%	+$3.91K	0.01%	353
2025 Q3	$145K	Buy	2,543 +2,372	+1,387%	+$134K	0.01%	381
2025 Q2	$9.3K	Buy	+171	New	+$8.81K	﹤0.01%	800
2018 Q2	–	Sell	-796	Closed	-$26K	–	825
2018 Q1	$26K	Sell	796 -80	-9%	-$2.69K	0.01%	316
2017 Q4	$29K	Buy	+876	New	+$28.7K	0.02%	272

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

Strategic Wealth Partners's SPMD Position: Q2 2026 in Review

Strategic Wealth Partners held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 2,580 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #328.

Strategic Wealth Partners first reported a position in SPMD in Q4 2017 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Strategic Wealth Partners held 2,580 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $174K as of Q2 2026.
Strategic Wealth Partners 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 Strategic Wealth Partners's portfolio in Q2 2026, its #328 holding.
Strategic Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 7 quarters since.
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 Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.