Total Clarity Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Total Clarity 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	–	Sell	-42,014	Closed	-$2.49M	–	384
2026 Q1	$2.49M	Sell	42,014 -12,959	-24%	-$789K	0.58%	48
2025 Q4	$3.18M	Buy	54,973 +31,397	+133%	+$1.8M	0.77%	36
2025 Q3	$1.35M	Buy	23,576 +1,540	+7%	+$86.8K	0.36%	73
2025 Q2	$1.2M	Buy	22,036 +5,803	+36%	+$299K	0.34%	78
2025 Q1	$888K	Sell	16,233 -158	-1%	-$8.61K	0.29%	96
2024 Q4	$896K	Buy	+16,391	New	+$922K	0.29%	92
2022 Q3	–	Sell	-424	Closed	-$17K	–	873
2022 Q2	$17K	Buy	+424	New	+$18.4K	0.01%	578
2022 Q1	–	Sell	-1,582	Closed	-$79K	–	809
2021 Q4	$79K	Buy	1,582 +3	+0.2%	+$147	0.04%	343
2021 Q3	$73K	Buy	+1,579	New	+$74.6K	0.03%	352
2021 Q2	–	Sell	-332	Closed	-$15K	–	661
2021 Q1	$15K	Buy	+332	New	+$14.6K	0.01%	503
2020 Q1	–	Sell	-327	Closed	-$12K	–	539
2019 Q4	$12K	Buy	+327	New	+$11.4K	0.01%	476

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

Total Clarity Wealth Management's SPMD Position: Q2 2026 in Review

Total Clarity Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 42,014 shares — an estimated $2.49M sold.

Total Clarity Wealth Management first reported a position in SPMD in Q4 2019 and held it in 11 quarters. The position peaked at $3.18M in Q4 2025. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Total Clarity Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Total Clarity Wealth Management sold 42,014 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.49M.
Total Clarity Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and held it in 11 quarters.
Total Clarity Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.18M 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 Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.