Tennessee Valley Asset Management Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Tennessee Valley Asset Management Partners’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	$1.51M	Sell	22,318 -294	-1%	-$18.9K	0.17%	80
2026 Q1	$1.34M	Sell	22,612 -76,700	-77%	-$4.67M	0.18%	71
2025 Q4	$5.75M	Buy	99,312 +5,214	+6%	+$299K	0.75%	27
2025 Q3	$5.38M	Buy	94,098 +154	+0.2%	+$8.68K	0.73%	27
2025 Q2	$5.11M	Buy	93,944 +5,018	+6%	+$258K	1.3%	11
2025 Q1	$4.55M	Buy	88,926 +80,287	+929%	+$4.38M	0.74%	25
2024 Q4	$472K	Buy	8,639 +639	+8%	+$36K	0.08%	95
2024 Q3	$437K	Buy	8,000 +302	+4%	+$16K	0.07%	102
2024 Q2	$395K	Buy	7,698 +1,104	+17%	+$57K	0.07%	106
2024 Q1	$352K	Buy	6,594 +2,877	+77%	+$143K	0.09%	94
2023 Q4	$181K	Buy	+3,717	New	+$166K	0.02%	128

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 22.9% 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

Tennessee Valley Asset Management Partners's SPMD Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.3% in Q2 2026, selling an estimated $18.9K and leaving 22,318 shares worth $1.51M. The position accounts for 0.17% of the portfolio, ranked #80.

Tennessee Valley Asset Management Partners first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.75M in Q4 2025. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Tennessee Valley Asset Management Partners held 22,318 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.51M as of Q2 2026.
Tennessee Valley Asset Management Partners sold 294 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $18.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.17% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #80 holding.
Tennessee Valley Asset Management Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
Tennessee Valley Asset Management Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.75M in Q4 2025.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.