Truepoint Inc’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Truepoint Inc’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	$349K	Sell	5,170 -220	-4%	-$14.2K	0.01%	125
2026 Q1	$319K	Buy	5,390 +2	+0%	+$122	0.01%	127
2025 Q4	$312K	Buy	5,388 +24	+0.4%	+$1.38K	0.01%	125
2025 Q3	$307K	Buy	5,364 +9	+0.2%	+$507	0.01%	118
2025 Q2	$291K	Buy	5,355 +53	+1%	+$2.73K	0.01%	121
2025 Q1	$271K	Buy	5,302 +56	+1%	+$3.05K	0.01%	117
2024 Q4	$287K	Buy	+5,246	New	+$295K	0.01%	110

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

Truepoint Inc's SPMD Position: Q2 2026 in Review

Truepoint Inc reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.1% in Q2 2026, selling an estimated $14.2K and leaving 5,170 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #125.

Truepoint Inc first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Truepoint Inc held 5,170 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $349K as of Q2 2026.
Truepoint Inc sold 220 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $14.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Truepoint Inc's portfolio in Q2 2026, its #125 holding.
Truepoint Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.