Tru Independence Asset Management 2’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Tru Independence Asset Management 2’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	$531K	Hold	7,862	–	–	0.29%	56
2026 Q1	$466K	Hold	7,862	–	–	0.29%	58
2025 Q4	$455K	Hold	7,862	–	–	0.29%	60
2025 Q3	$450K	Sell	7,862 -2,592	-25%	-$146K	0.3%	66
2025 Q2	$568K	Buy	10,454 +2,592	+33%	+$134K	0.39%	55
2025 Q1	$402K	Buy	+7,862	New	+$429K	0.3%	63

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

Tru Independence Asset Management 2's SPMD Position: Q2 2026 in Review

Tru Independence Asset Management 2 held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 7,862 shares worth $531K. The position accounts for 0.29% of the portfolio, ranked #56.

Tru Independence Asset Management 2 first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $568K in Q2 2025. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Tru Independence Asset Management 2 held 7,862 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $531K as of Q2 2026.
Tru Independence Asset Management 2 left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.29% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #56 holding.
Tru Independence Asset Management 2 first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
Tru Independence Asset Management 2's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $568K in Q2 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 Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.