TMWM
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Taylor & Morgan Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Taylor & Morgan Wealth 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 		$770K Sell
11,401
-836
-7% -$53.8K 0.38% 38
2026
Q1 		$725K Sell
12,237
-1,237
-9% -$75.3K 0.41% 36
2025
Q4 		$780K Buy
13,474
+1,749
+15% +$100K 0.44% 35
2025
Q3 		$671K Buy
11,725
+4,067
+53% +$229K 0.41% 37
2025
Q2 		$416K Buy
+7,658
New +$394K 0.28% 47

Other funds holding SPMD

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Taylor & Morgan Wealth Management's SPMD Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.8% in Q2 2026, selling an estimated $53.8K and leaving 11,401 shares worth $770K. The position accounts for 0.38% of the portfolio, ranked #38.

Taylor & Morgan Wealth Management first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $780K in Q4 2025. 391 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Taylor & Morgan Wealth Management held 11,401 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $770K as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 836 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $53.8K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.38% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Taylor & Morgan Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Taylor & Morgan Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $780K in Q4 2025.
  • 391 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.