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

Team Financial 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 		– Sell
-2,088
Closed -$124K – 218
2026
Q1 		$124K Buy
2,088
+216
+12% +$13.1K 0.06% 71
2025
Q4 		$108K Buy
1,872
+237
+14% +$13.6K 0.05% 68
2025
Q3 		$93.5K Sell
1,635
-57
-3% -$3.21K 0.04% 66
2025
Q2 		$92K Buy
+1,692
New +$87.1K 0.05% 63

Other funds holding SPMD

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Team Financial Group's SPMD Position: Q2 2026 in Review

Team Financial Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 2,088 shares — an estimated $124K sold.

Team Financial Group first reported a position in SPMD in Q2 2025 and held it in 4 quarters. The position peaked at $124K in Q1 2026. 281 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Team Financial Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 2,088 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $124K.
  • Team Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $124K in Q1 2026.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.