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

Stratos 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 		$8.23M Sell
121,818
-3,546
-3% -$228K 0.08% 244
2026
Q1 		$7.42M Buy
125,364
+1,788
+1% +$109K 0.08% 244
2025
Q4 		$7.16M Sell
123,576
-21,988
-15% -$1.26M 0.08% 249
2025
Q3 		$8.32M Buy
145,564
+25,885
+22% +$1.46M 0.1% 215
2025
Q2 		$6.51M Sell
119,679
-266
-0.2% -$13.7K 0.09% 228
2025
Q1 		$6.14M Sell
119,945
-1,541
-1% -$84K 0.09% 222
2024
Q4 		$6.64M Sell
121,486
-105,172
-46% -$5.92M 0.09% 213
2024
Q3 		$12.4M Buy
226,658
+31,324
+16% +$1.66M 0.18% 119
2024
Q2 		$10M Buy
195,334
+22,350
+13% +$1.15M 0.16% 136
2024
Q1 		$9.23M Buy
172,984
+41,434
+31% +$2.06M 0.15% 145
2023
Q4 		$6.41M Sell
131,550
-37,859
-22% -$1.69M 0.12% 183
2023
Q3 		$7.42M Sell
169,409
-8,154
-5% -$375K 0.16% 143
2023
Q2 		$8.15M Buy
177,563
+29,796
+20% +$1.3M 0.18% 124
2023
Q1 		$6.49M Sell
147,767
-2,627
-2% -$118K 0.17% 123
2022
Q4 		$6.39M Buy
150,394
+3,170
+2% +$135K 0.16% 145
2022
Q3 		$5.68M Sell
147,224
-8,222
-5% -$349K 0.16% 138
2022
Q2 		$6.17M Buy
155,446
+60,753
+64% +$2.64M 0.16% 137
2022
Q1 		$4.47M Buy
94,693
+53,029
+127% +$2.48M 0.1% 203
2021
Q4 		$2.07M Buy
41,664
+1,670
+4% +$81.6K 0.05% 348
2021
Q3 		$1.85M Buy
39,994
+1,161
+3% +$54.8K 0.05% 341
2021
Q2 		$1.83M Sell
38,833
-1,417
-4% -$67.2K 0.05% 370
2021
Q1 		$1.84M Buy
40,250
+4,923
+14% +$216K 0.05% 324
2020
Q4 		$1.43M Sell
35,327
-19,216
-35% -$713K 0.04% 347
2020
Q3 		$1.78M Sell
54,543
-48,282
-47% -$1.59M 0.06% 277
2020
Q2 		$3.21M Buy
102,825
+6,829
+7% +$199K 0.11% 188
2020
Q1 		$2.43M Buy
+95,996
New +$3.14M 0.11% 187
2018
Q4 		– Sell
-813
Closed -$29K – 2265
2018
Q3 		$29K Buy
+813
New +$29.4K ﹤0.01% 1704
2018
Q2 		– Sell
-150
Closed -$5K – 2347
2018
Q1 		$5K Buy
+150
New +$5.05K ﹤0.01% 2618

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

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

Stratos Wealth Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.8% in Q2 2026, selling an estimated $228K and leaving 121,818 shares worth $8.23M. The position accounts for 0.08% of the portfolio, ranked #244.

Stratos Wealth Partners first reported a position in SPMD in Q1 2018 and has held it in 28 quarters since. The position peaked at $12.4M in Q3 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Stratos Wealth Partners held 121,818 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $8.23M as of Q2 2026.
  • Stratos Wealth Partners sold 3,546 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $228K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Stratos Wealth Partners's portfolio in Q2 2026, its #244 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 28 quarters since.
  • Stratos Wealth Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $12.4M in Q3 2024.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.