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Synergy Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Synergy Investment Management’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 		$48.1K Buy
712
+1
+0.1% +$64 0.01% 386
2026
Q1 		$42.1K Buy
+711
New +$43.3K 0.01% 304
2025
Q2 		– Sell
-1,466
Closed -$75K – 499
2025
Q1 		$75K Buy
1,466
+25
+2% +$1.36K 0.03% 187
2024
Q4 		$78.8K Buy
+1,441
New +$81.1K 0.03% 189

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

Synergy Investment Management's SPMD Position: Q2 2026 in Review

Synergy Investment Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.14% in Q2 2026, buying an estimated $64 and bringing the position to 712 shares worth $48.1K. The position accounts for 0.01% of the portfolio, ranked #386.

Synergy Investment Management first reported a position in SPMD in Q4 2024 and has held it in 4 quarters since. The position peaked at $78.8K in Q4 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Synergy Investment Management held 712 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $48.1K as of Q2 2026.
  • Synergy Investment Management bought 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q2 2026, an estimated $64.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #386 holding.
  • Synergy Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $78.8K in Q4 2024.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.