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

Transamerica Financial Advisors’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	$55.2K	Buy	817 +696	+575%	+$44.8K	﹤0.01%	681
2026 Q1	$7.17K	Buy	121 +110	+1,000%	+$6.7K	﹤0.01%	977
2025 Q4	$639	Buy	+11	New	+$632	﹤0.01%	1319
2023 Q1	–	Sell	-853	Closed	-$37K	–	697
2022 Q4	$37K	Sell	853 -7	-0.8%	-$297	0.01%	290
2022 Q3	$34K	Sell	860 -8	-0.9%	-$339	0.01%	286
2022 Q2	$35K	Buy	+868	New	+$37.7K	0.01%	287
2020 Q3	–	Sell	-937	Closed	-$30K	–	440
2020 Q2	$30K	Buy	+937	New	+$27.4K	0.01%	216

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

Transamerica Financial Advisors's SPMD Position: Q2 2026 in Review

Transamerica Financial Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 575% in Q2 2026, buying an estimated $44.8K and bringing the position to 817 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Transamerica Financial Advisors first reported a position in SPMD in Q2 2020 and has held it in 7 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Transamerica Financial Advisors held 817 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $55.2K as of Q2 2026.
Transamerica Financial Advisors bought 696 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $44.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #681 holding.
Transamerica Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 7 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.