Twin Peaks Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Twin Peaks Wealth 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	–	Sell	-9	Closed	-$533	–	1911
2026 Q1	$533	Buy	+9	New	+$548	﹤0.01%	2019
2025 Q3	–	Sell	-565	Closed	-$31.6K	–	1830
2025 Q2	$31.6K	Buy	+565	New	+$29.1K	0.01%	459

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

Twin Peaks Wealth Advisors's SPMD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 9 shares — an estimated $533 sold.

Twin Peaks Wealth Advisors first reported a position in SPMD in Q2 2025 and held it in 2 quarters. The position peaked at $31.6K in Q2 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 9 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $533.
Twin Peaks Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $31.6K in Q2 2025.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.