Syntegra Private Wealth Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Syntegra Private Wealth Group’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	$4.62M	Sell	68,313 -1,397	-2%	-$89.9K	0.36%	30
2026 Q1	$4.13M	Sell	69,710 -43,256	-38%	-$2.63M	0.39%	30
2025 Q4	$6.54M	Sell	112,966 -2,671	-2%	-$153K	0.6%	23
2025 Q3	$6.61M	Sell	115,637 -5,371	-4%	-$303K	0.62%	21
2025 Q2	$6.58M	Sell	121,008 -82,077	-40%	-$4.23M	0.67%	21
2025 Q1	$10.4M	Buy	203,085 +33,756	+20%	+$1.84M	1.22%	18
2024 Q4	$9.26M	Sell	169,329 -6,776	-4%	-$381K	1.05%	18
2024 Q3	$9.63M	Sell	176,105 -1,171	-0.7%	-$61.9K	1.11%	18
2024 Q2	$9.09M	Sell	177,276 -3,333	-2%	-$172K	1.16%	15
2024 Q1	$9.63M	Sell	180,609 -1,181,243	-87%	-$58.7M	1.24%	14
2023 Q4	$66.3M	Buy	1,361,852 +6,203	+0.5%	+$276K	9.36%	5
2023 Q3	$59.4M	Buy	1,355,649 +65,134	+5%	+$2.99M	9.32%	5
2023 Q2	$59.2M	Buy	1,290,515 +125,539	+11%	+$5.48M	9.05%	5
2023 Q1	$51.2M	Buy	1,164,976 +128,682	+12%	+$5.76M	9.11%	5
2022 Q4	$44M	Buy	+1,036,294	New	+$44M	8.83%	4

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

Syntegra Private Wealth Group's SPMD Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2% in Q2 2026, selling an estimated $89.9K and leaving 68,313 shares worth $4.62M. The position accounts for 0.36% of the portfolio, ranked #30.

Syntegra Private Wealth Group first reported a position in SPMD in Q4 2022 and has held it in 15 quarters since. The position peaked at $66.3M in Q4 2023. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Syntegra Private Wealth Group held 68,313 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.62M as of Q2 2026.
Syntegra Private Wealth Group sold 1,397 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $89.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.36% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #30 holding.
Syntegra Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 15 quarters since.
Syntegra Private Wealth Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $66.3M in Q4 2023.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.