Valeo Financial Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Valeo Financial 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	$321K	Sell	4,744 -9	-0.2%	-$579	0.01%	606
2026 Q1	$281K	Buy	4,753 +298	+7%	+$18.1K	0.01%	576
2025 Q4	$258K	Sell	4,455 -1,392	-24%	-$80K	0.01%	675
2025 Q3	$334K	Buy	5,847 +157	+3%	+$8.85K	0.01%	575
2025 Q2	$309K	Buy	+5,690	New	+$293K	0.01%	568
2019 Q1	–	Sell	-22	Closed	-$1K	–	1628
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	1416
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	1681
2018 Q2	$1K	Buy	+22	New	+$757	﹤0.01%	1512

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

Valeo Financial Advisors's SPMD Position: Q2 2026 in Review

Valeo Financial Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.19% in Q2 2026, selling an estimated $579 and leaving 4,744 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #606.

Valeo Financial Advisors first reported a position in SPMD in Q2 2018 and has held it in 8 quarters since. The position peaked at $334K in Q3 2025. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Valeo Financial Advisors held 4,744 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $321K as of Q2 2026.
Valeo Financial Advisors sold 9 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $579.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #606 holding.
Valeo Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 8 quarters since.
Valeo Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $334K in Q3 2025.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.