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

Tucker Asset 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	$6.82K	Hold	101	–	–	﹤0.01%	362
2026 Q1	$5.98K	Buy	101 +56	+124%	+$3.41K	﹤0.01%	314
2025 Q4	$2.61K	Hold	45	–	–	﹤0.01%	805
2025 Q3	$2.57K	Sell	45 -26	-37%	-$1.47K	﹤0.01%	287
2025 Q2	$3.86K	Sell	71 -54	-43%	-$2.78K	﹤0.01%	258
2025 Q1	$6.4K	Buy	125 +11	+10%	+$600	﹤0.01%	251
2024 Q4	$6.24K	Buy	114 +108	+1,800%	+$6.08K	﹤0.01%	918
2024 Q3	$328	Hold	6	–	–	﹤0.01%	1348
2024 Q2	$308	Hold	6	–	–	﹤0.01%	1548
2024 Q1	$320	Hold	6	–	–	﹤0.01%	1523
2023 Q4	$292	Hold	6	–	–	﹤0.01%	1344
2023 Q3	$263	Hold	6	–	–	﹤0.01%	1288
2023 Q2	$275	Hold	6	–	–	﹤0.01%	1072
2023 Q1	$264	Buy	+6	New	+$269	﹤0.01%	1091
2022 Q4	–	Sell	-277	Closed	-$11.8K	–	915
2022 Q3	$11.8K	Buy	+277	New	+$11.7K	﹤0.01%	303

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

Tucker Asset Management's SPMD Position: Q2 2026 in Review

Tucker Asset Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 101 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Tucker Asset Management first reported a position in SPMD in Q3 2022 and has held it in 15 quarters since. The position peaked at $11.8K in Q3 2022. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Tucker Asset Management held 101 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.82K as of Q2 2026.
Tucker Asset Management 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 ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #362 holding.
Tucker Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and has held it in 15 quarters since.
Tucker Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $11.8K in Q3 2022.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.