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 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 $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tru Independence Asset Management 2's SPMD Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 7,862 shares worth $466K. The position accounts for 0.29% of the portfolio, ranked #58.

Tru Independence Asset Management 2 first reported a position in SPMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $568K in Q2 2025. 810 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Tru Independence Asset Management 2 held 7,862 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $466K as of Q1 2026.
Tru Independence Asset Management 2 left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.29% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #58 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 5 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.
810 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.