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

Symphony Financial’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	$1.93M	Sell	28,726 -1,388	-5%	-$89.3K	0.21%	93
2026 Q1	$1.76M	Sell	30,114 -69,018	-70%	-$4.2M	0.23%	84
2025 Q4	$5.8M	Buy	99,132 +1,354	+1%	+$77.8K	0.78%	35
2025 Q3	$5.56M	Buy	97,778 +1,634	+2%	+$92.1K	0.68%	41
2025 Q2	$5.35M	Buy	+96,144	New	+$4.95M	0.7%	40
2025 Q1	–	Sell	-197,752	Closed	-$11.4M	–	199
2024 Q4	$11.4M	Buy	197,752 +11,902	+6%	+$670K	1.79%	15
2024 Q3	$10.2M	Buy	185,850 +13,405	+8%	+$709K	1.68%	16
2024 Q2	$8.83M	Buy	172,445 +16,474	+11%	+$850K	1.61%	17
2024 Q1	$8.32M	Sell	155,971 -922	-0.6%	-$45.9K	1.94%	13
2023 Q4	$7.45M	Buy	156,893 +29,795	+23%	+$1.33M	1.6%	18
2023 Q3	$5.49M	Buy	127,098 +25,075	+25%	+$1.15M	1.34%	21
2023 Q2	$4.65M	Buy	102,023 +16,756	+20%	+$732K	1.14%	25
2023 Q1	$3.68M	Buy	85,267 +16,639	+24%	+$745K	0.95%	27
2022 Q4	$2.95M	Buy	68,628 +19,090	+39%	+$810K	0.78%	31
2022 Q3	$1.92M	Buy	+49,538	New	+$2.1M	0.63%	41

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

Symphony Financial's SPMD Position: Q2 2026 in Review

Symphony Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.6% in Q2 2026, selling an estimated $89.3K and leaving 28,726 shares worth $1.93M. The position accounts for 0.21% of the portfolio, ranked #93.

Symphony Financial first reported a position in SPMD in Q3 2022 and has held it in 15 quarters since. The position peaked at $11.4M in Q4 2024. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Symphony Financial held 28,726 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.93M as of Q2 2026.
Symphony Financial sold 1,388 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $89.3K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.21% of Symphony Financial's portfolio in Q2 2026, its #93 holding.
Symphony Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and has held it in 15 quarters since.
Symphony Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $11.4M in Q4 2024.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.